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 | $98,886 | $93,346+5.9% | $71,796+37.7% | $273,972-63.9% |
| Participation rate | 33.3% | 76.5%-43.2pp | 69.1%-35.8pp | 83.0%-49.7pp |
| Annual return | 5.23% | 130.39%-125.2pp | 78.04%-72.8pp | 41.46%-36.2pp |
| Employer contribution / active EE | $750 | $2,733-72.6% | $1,924-61.0% | $4,869-84.6% |
| Participant deferral / active EE | $901 | $3,475-74.1% | $2,794-67.8% | $5,287-83.0% |
| Admin fee / account holder | $15,954 | $6,571+142.8% | $4,815+231.3% | $10,133+57.5% |