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 | $117,837 | $63,342+86.0% | $92,236+27.8% | $70,131+68.0% |
| Participation rate | 42.1% | 68.7%-26.6pp | 76.5%-34.4pp | 69.5%-27.4pp |
| Annual return | 19.64% | 530.15%-510.5pp | 176.29%-156.6pp | 73.14%-53.5pp |
| Employer contribution / active EE | $1,324 | $2,471-46.4% | $3,679-64.0% | $2,342-43.5% |
| Participant deferral / active EE | $2,557 | $2,854-10.4% | $3,897-34.4% | $3,332-23.3% |
| Admin fee / account holder | $3,238 | $3,840-15.7% | $5,194-37.7% | $4,645-30.3% |