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 | $89,934 | $105,284-14.6% | $150,734-40.3% | $94,015-4.3% |
| Participation rate | 37.1% | 71.7%-34.6pp | 78.4%-41.3pp | 70.8%-33.7pp |
| Annual return | 14.75% | 15.67%-0.9pp | 600.81%-586.1pp | 17.84%-3.1pp |
| Employer contribution / active EE | $1,317 | $3,599-63.4% | $4,918-73.2% | $2,790-52.8% |
| Participant deferral / active EE | $3,752 | $4,274-12.2% | $5,610-33.1% | $4,249-11.7% |
| Admin fee / account holder | $1,574 | $9,839-84.0% | $14,905-89.4% | $8,951-82.4% |