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 | $81,025 | $54,674+48.2% | $76,089+6.5% | $74,429+8.9% |
| Participation rate | 22.9% | 60.3%-37.4pp | 69.1%-46.2pp | 67.2%-44.3pp |
| Annual return | 14.35% | 31.89%-17.5pp | 360.94%-346.6pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $457 | $1,781-74.3% | $2,690-83.0% | $2,625-82.6% |
| Participant deferral / active EE | $1,687 | $3,071-45.1% | $4,259-60.4% | $4,348-61.2% |
| Admin fee / account holder | $13,386 | $2,238+498.2% | $6,418+108.6% | $1,944+588.5% |