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 | $107,292 | $29,319+265.9% | $52,425+104.7% | $82,448+30.1% |
| Participation rate | 55.0% | 46.9%+8.1pp | 55.6%-0.6pp | 68.1%-13.1pp |
| Annual return | 20.02% | 535.20%-515.2pp | 302.12%-282.1pp | 41.64%-21.6pp |
| Employer contribution / active EE | $739 | $586+26.1% | $914-19.1% | $2,551-71.0% |
| Participant deferral / active EE | $2,228 | $1,171+90.2% | $1,790+24.5% | $4,139-46.2% |
| Admin fee / account holder | $3,580 | $1,962+82.4% | $2,495+43.5% | $7,234-50.5% |