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 | $85,723 | $51,638+66.0% | $68,368+25.4% | $82,448+4.0% |
| Participation rate | 20.0% | 63.6%-43.6pp | 73.8%-53.8pp | 68.1%-48.1pp |
| Annual return | 17.59% | 37.53%-19.9pp | 292.57%-275.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $550 | $2,047-73.1% | $2,649-79.2% | $2,551-78.4% |
| Participant deferral / active EE | $981 | $2,914-66.3% | $4,123-76.2% | $4,139-76.3% |
| Admin fee / account holder | $512 | $4,643-89.0% | $5,150-90.1% | $7,234-92.9% |