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 | $88,901 | $62,393+42.5% | $120,580-26.3% | $74,478+19.4% |
| Participation rate | 37.1% | 56.8%-19.7pp | 72.0%-34.9pp | 67.2%-30.2pp |
| Annual return | 13.14% | 18.61%-5.5pp | 107.48%-94.3pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $1,122 | $1,845-39.2% | $3,469-67.6% | $2,626-57.3% |
| Participant deferral / active EE | $2,405 | $2,886-16.7% | $4,995-51.9% | $4,350-44.7% |
| Admin fee / account holder | $12,503 | $2,396+421.8% | $9,418+32.7% | $1,946+542.5% |