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 | $91,231 | $105,158-13.2% | $94,672-3.6% | $139,487-34.6% |
| Participation rate | 52.9% | 82.4%-29.4pp | 80.8%-27.9pp | 80.3%-27.4pp |
| Annual return | 17.73% | 38.11%-20.4pp | 156.89%-139.2pp | 373.84%-356.1pp |
| Employer contribution / active EE | $2,308 | $4,107-43.8% | $3,673-37.2% | $4,755-51.5% |
| Participant deferral / active EE | $7,024 | $7,599-7.6% | $7,417-5.3% | $6,713+4.6% |
| Admin fee / account holder | $864 | $8,972-90.4% | $7,222-88.0% | $11,407-92.4% |