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 | $96,314 | $49,164+95.9% | $121,169-20.5% | $75,181+28.1% |
| Participation rate | 32.1% | 55.4%-23.3pp | 69.5%-37.4pp | 67.2%-35.1pp |
| Annual return | 16.38% | 56.03%-39.7pp | 986.71%-970.3pp | 160.69%-144.3pp |
| Employer contribution / active EE | $724 | $1,546-53.2% | $4,168-82.6% | $2,671-72.9% |
| Participant deferral / active EE | $1,363 | $2,628-48.2% | $4,083-66.6% | $4,126-67.0% |
| Admin fee / account holder | $2,221 | $3,942-43.7% | $5,645-60.7% | $5,650-60.7% |