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 | $76,097 | $58,241+30.7% | $81,780-6.9% | $80,911-5.9% |
| Participation rate | 49.3% | 63.4%-14.1pp | 72.4%-23.1pp | 67.6%-18.4pp |
| Annual return | 14.03% | 41.73%-27.7pp | 776.27%-762.2pp | 35.63%-21.6pp |
| Employer contribution / active EE | $1,014 | $2,343-56.7% | $2,914-65.2% | $2,756-63.2% |
| Participant deferral / active EE | $2,392 | $3,283-27.1% | $4,321-44.6% | $4,297-44.3% |
| Admin fee / account holder | $4,136 | $4,973-16.8% | $7,384-44.0% | $6,935-40.4% |