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 | $88,753 | $180,749-50.9% | $160,784-44.8% | $137,256-35.3% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 13.92% | 2234.46%-2220.5pp | 1803.92%-1790.0pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,013 | $4,155-75.6% | $3,733-72.9% | $4,156-75.6% |
| Participant deferral / active EE | $2,770 | $6,844-59.5% | $6,293-56.0% | $6,407-56.8% |
| Admin fee / account holder | $1,468 | $10,397-85.9% | $9,717-84.9% | $12,270-88.0% |