Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $85,466 | $29,319+191.5% | $52,425+63.0% | $82,448+3.7% |
| Participation rate | 32.5% | 46.9%-14.4pp | 55.6%-23.1pp | 68.1%-35.6pp |
| Annual return | 17.82% | 535.20%-517.4pp | 302.12%-284.3pp | 41.64%-23.8pp |
| Employer contribution / active EE | $699 | $586+19.1% | $914-23.6% | $2,551-72.6% |
| Participant deferral / active EE | $2,106 | $1,171+79.8% | $1,790+17.6% | $4,139-49.1% |
| Admin fee / account holder | $2,109 | $1,962+7.5% | $2,495-15.5% | $7,234-70.9% |