Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,677 | $108,882+16.3% | $96,754+30.9% | $154,746-18.1% |
| Participation rate | 58.8% | 75.1%-16.3pp | 70.3%-11.5pp | 80.7%-21.9pp |
| Annual return | 14.76% | 98.39%-83.6pp | 82.04%-67.3pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,452 | $3,018-51.9% | $2,679-45.8% | $4,379-66.8% |
| Participant deferral / active EE | $2,802 | $5,323-47.4% | $4,758-41.1% | $6,730-58.4% |
| Admin fee / account holder | $1,830 | $10,200-82.1% | $8,905-79.5% | $14,365-87.3% |