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 | $82,969 | $48,337+71.6% | $67,560+22.8% | $80,959+2.5% |
| Participation rate | 44.2% | 66.4%-22.2pp | 72.9%-28.7pp | 67.7%-23.4pp |
| Annual return | 12.25% | 18.26%-6.0pp | 3533.50%-3521.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $1,021 | $2,023-49.5% | $2,737-62.7% | $2,757-63.0% |
| Participant deferral / active EE | $3,355 | $2,928+14.6% | $4,004-16.2% | $4,300-22.0% |
| Admin fee / account holder | $2,793 | $3,695-24.4% | $3,994-30.1% | $6,925-59.7% |