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 | $106,530 | $51,184+108.1% | $66,439+60.3% | $86,983+22.5% |
| Participation rate | 18.6% | 68.5%-49.8pp | 74.5%-55.9pp | 69.5%-50.9pp |
| Annual return | 10.75% | 17.07%-6.3pp | 757.66%-746.9pp | 25.83%-15.1pp |
| Employer contribution / active EE | $742 | $2,023-63.3% | $2,637-71.9% | $2,584-71.3% |
| Participant deferral / active EE | $2,181 | $2,927-25.5% | $3,876-43.7% | $4,194-48.0% |
| Admin fee / account holder | $706 | $4,154-83.0% | $6,173-88.6% | $7,856-91.0% |