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 | $80,020 | $58,258+37.4% | $81,820-2.2% | $80,925-1.1% |
| Participation rate | 31.8% | 63.5%-31.6pp | 72.4%-40.6pp | 67.7%-35.8pp |
| Annual return | 14.76% | 41.76%-27.0pp | 777.93%-763.2pp | 35.65%-20.9pp |
| Employer contribution / active EE | $876 | $2,345-62.6% | $2,915-69.9% | $2,756-68.2% |
| Participant deferral / active EE | $1,456 | $3,284-55.7% | $4,323-66.3% | $4,299-66.1% |
| Admin fee / account holder | $1,833 | $4,976-63.2% | $7,391-75.2% | $6,940-73.6% |