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 | $98,540 | $49,976+97.2% | $66,674+47.8% | $82,637+19.2% |
| Participation rate | 36.7% | 63.1%-26.4pp | 73.7%-37.0pp | 68.1%-31.4pp |
| Annual return | 16.32% | 39.09%-22.8pp | 321.24%-304.9pp | 53.51%-37.2pp |
| Employer contribution / active EE | $501 | $1,988-74.8% | $2,620-80.9% | $2,552-80.4% |
| Participant deferral / active EE | $1,486 | $2,847-47.8% | $4,084-63.6% | $4,126-64.0% |
| Admin fee / account holder | $2,226 | $4,594-51.5% | $5,098-56.3% | $7,339-69.7% |