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 | $96,395 | $102,382-5.8% | $147,005-34.4% | $80,874+19.2% |
| Participation rate | 61.3% | 75.8%-14.6pp | 82.2%-20.9pp | 67.6%-6.4pp |
| Annual return | 17.77% | 134.89%-117.1pp | 418.76%-401.0pp | 35.62%-17.8pp |
| Employer contribution / active EE | $1,734 | $3,715-53.3% | $4,934-64.9% | $2,756-37.1% |
| Participant deferral / active EE | $3,247 | $6,646-51.1% | $8,070-59.8% | $4,297-24.4% |
| Admin fee / account holder | $1,174 | $7,942-85.2% | $13,006-91.0% | $6,935-83.1% |