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 | $81,123 | $29,319+176.7% | $52,425+54.7% | $82,448-1.6% |
| Participation rate | 34.8% | 46.9%-12.0pp | 55.6%-20.8pp | 68.1%-33.2pp |
| Annual return | 22.45% | 535.20%-512.8pp | 302.12%-279.7pp | 41.64%-19.2pp |
| Employer contribution / active EE | $477 | $586-18.6% | $914-47.8% | $2,551-81.3% |
| Participant deferral / active EE | $1,510 | $1,171+28.9% | $1,790-15.7% | $4,139-63.5% |
| Admin fee / account holder | $10,784 | $1,962+449.6% | $2,495+332.2% | $7,234+49.1% |