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 | $87,364 | $75,832+15.2% | $147,618-40.8% | $59,633+46.5% |
| Participation rate | 47.1% | 71.6%-24.4pp | 84.6%-37.5pp | 68.7%-21.5pp |
| Annual return | -1.08% | 0.37%-1.4pp | 61.98%-63.1pp | 2041.40%-2042.5pp |
| Employer contribution / active EE | $1,355 | $3,485-61.1% | $5,565-75.7% | $2,203-38.5% |
| Participant deferral / active EE | $3,199 | $3,131+2.2% | $4,895-34.6% | $3,192+0.2% |
| Admin fee / account holder | $578 | $5,986-90.4% | $11,612-95.0% | $4,297-86.6% |