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 | $83,397 | $95,406-12.6% | $185,849-55.1% | $85,847-2.9% |
| Participation rate | 55.2% | 68.8%-13.6pp | 81.7%-26.5pp | 69.3%-14.1pp |
| Annual return | 19.94% | 23.59%-3.7pp | 122.10%-102.2pp | 318.61%-298.7pp |
| Employer contribution / active EE | $823 | $3,314-75.2% | $5,169-84.1% | $2,565-67.9% |
| Participant deferral / active EE | $1,656 | $3,424-51.6% | $5,569-70.3% | $3,952-58.1% |
| Admin fee / account holder | $306 | $7,214-95.8% | $16,244-98.1% | $6,261-95.1% |