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 | $79,450 | $29,716+167.4% | $56,077+41.7% | $80,925-1.8% |
| Participation rate | 55.3% | 41.7%+13.6pp | 52.5%+2.8pp | 67.7%-12.4pp |
| Annual return | 24.98% | 35.30%-10.3pp | 1709.28%-1684.3pp | 35.65%-10.7pp |
| Employer contribution / active EE | $1,134 | $671+68.9% | $1,040+9.0% | $2,756-58.9% |
| Participant deferral / active EE | $2,076 | $1,228+69.0% | $1,954+6.2% | $4,299-51.7% |
| Admin fee / account holder | $2,229 | $2,432-8.3% | $2,825-21.1% | $6,940-67.9% |