Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $87,959 | $127,790-31.2% | $106,555-17.5% | $167,536-47.5% |
| Participation rate | 63.6% | 78.3%-14.6pp | 76.1%-12.5pp | 82.1%-18.5pp |
| Annual return | 18.60% | 33.88%-15.3pp | 26.80%-8.2pp | 478.82%-460.2pp |
| Employer contribution / active EE | $1,742 | $3,428-49.2% | $2,819-38.2% | $4,839-64.0% |
| Participant deferral / active EE | $17,123 | $5,088+236.5% | $4,399+289.3% | $6,342+170.0% |
| Admin fee / account holder | $1,030 | $11,229-90.8% | $7,408-86.1% | $12,315-91.6% |