Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $88,162 | $50,554+74.4% | $67,681+30.3% | $87,485+0.8% |
| Participation rate | 63.9% | 67.7%-3.9pp | 73.7%-9.9pp | 68.9%-5.1pp |
| Annual return | 13.24% | 17.81%-4.6pp | 590.58%-577.3pp | 26.06%-12.8pp |
| Employer contribution / active EE | $723 | $1,988-63.6% | $2,678-73.0% | $2,596-72.2% |
| Participant deferral / active EE | $2,209 | $2,961-25.4% | $3,976-44.4% | $4,274-48.3% |
| Admin fee / account holder | $1,478 | $4,132-64.2% | $6,100-75.8% | $7,775-81.0% |