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 | $82,137 | $102,422-19.8% | $147,117-44.2% | $80,959+1.5% |
| Participation rate | 42.9% | 75.9%-33.0pp | 82.2%-39.3pp | 67.7%-24.8pp |
| Annual return | 13.82% | 135.16%-121.3pp | 420.54%-406.7pp | 35.67%-21.8pp |
| Employer contribution / active EE | $1,295 | $3,717-65.2% | $4,932-73.7% | $2,757-53.0% |
| Participant deferral / active EE | $3,330 | $6,652-49.9% | $8,065-58.7% | $4,300-22.6% |
| Admin fee / account holder | $969 | $7,953-87.8% | $12,993-92.5% | $6,925-86.0% |