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 | $87,799 | $111,535-21.3% | $105,223-16.6% | $137,256-36.0% |
| Participation rate | 46.2% | 78.1%-31.9pp | 75.0%-28.9pp | 80.0%-33.8pp |
| Annual return | 14.55% | 237.85%-223.3pp | 180.65%-166.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,312 | $3,939-66.7% | $3,689-64.4% | $4,156-68.4% |
| Participant deferral / active EE | $3,689 | $5,500-32.9% | $5,072-27.3% | $6,407-42.4% |
| Admin fee / account holder | $424 | $9,721-95.6% | $8,859-95.2% | $12,270-96.5% |