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 | $91,482 | $102,422-10.7% | $147,117-37.8% | $80,959+13.0% |
| Participation rate | 37.5% | 75.9%-38.4pp | 82.2%-44.7pp | 67.7%-30.2pp |
| Annual return | 12.49% | 135.16%-122.7pp | 420.54%-408.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $2,235 | $3,717-39.9% | $4,932-54.7% | $2,757-18.9% |
| Participant deferral / active EE | $3,832 | $6,652-42.4% | $8,065-52.5% | $4,300-10.9% |
| Admin fee / account holder | $2,879 | $7,953-63.8% | $12,993-77.8% | $6,925-58.4% |