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 | $96,335 | $34,316+180.7% | $74,722+28.9% | $72,975+32.0% |
| Participation rate | 14.3% | 42.4%-28.1pp | 54.5%-40.2pp | 69.5%-55.2pp |
| Annual return | 26.38% | 26.58%-0.2pp | 753.11%-726.7pp | 81.01%-54.6pp |
| Employer contribution / active EE | $362 | $692-47.6% | $1,084-66.6% | $2,440-85.2% |
| Participant deferral / active EE | $1,286 | $1,272+1.1% | $1,963-34.5% | $3,608-64.3% |
| Admin fee / account holder | $1,620 | $2,125-23.7% | $3,335-51.4% | $5,124-68.4% |