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 | $95,479 | $91,537+4.3% | $130,045-26.6% | $75,173+27.0% |
| Participation rate | 30.3% | 71.5%-41.2pp | 78.5%-48.2pp | 67.2%-36.9pp |
| Annual return | 20.28% | -631.55%+651.8pp | -137.30%+157.6pp | 160.72%-140.4pp |
| Employer contribution / active EE | $1,566 | $2,845-44.9% | $4,321-63.8% | $2,671-41.4% |
| Participant deferral / active EE | $2,717 | $4,343-37.4% | $5,820-53.3% | $4,126-34.2% |
| Admin fee / account holder | $2,379 | $6,780-64.9% | $10,600-77.6% | $5,651-57.9% |