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 | $88,305 | $61,125+44.5% | $94,057-6.1% | $87,485+0.9% |
| Participation rate | 26.8% | 64.1%-37.2pp | 73.3%-46.5pp | 68.9%-42.1pp |
| Annual return | 19.08% | 35.20%-16.1pp | 480.62%-461.5pp | 26.06%-7.0pp |
| Employer contribution / active EE | $912 | $2,136-57.3% | $2,933-68.9% | $2,596-64.9% |
| Participant deferral / active EE | $1,353 | $3,260-58.5% | $4,709-71.3% | $4,274-68.4% |
| Admin fee / account holder | $20,622 | $5,629+266.4% | $7,244+184.7% | $7,775+165.2% |