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 | $84,058 | $88,672-5.2% | $105,223-20.1% | $82,448+2.0% |
| Participation rate | 59.3% | 67.9%-8.7pp | 75.0%-15.8pp | 68.1%-8.8pp |
| Annual return | 19.68% | 30.86%-11.2pp | 180.65%-161.0pp | 41.64%-22.0pp |
| Employer contribution / active EE | $1,251 | $3,048-59.0% | $3,689-66.1% | $2,551-51.0% |
| Participant deferral / active EE | $1,766 | $4,036-56.2% | $5,072-65.2% | $4,139-57.3% |
| Admin fee / account holder | $911 | $7,146-87.3% | $8,859-89.7% | $7,234-87.4% |