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 | $99,431 | $58,275+70.6% | $81,844+21.5% | $80,935+22.9% |
| Participation rate | 24.1% | 63.5%-39.3pp | 72.4%-48.2pp | 67.7%-43.5pp |
| Annual return | 13.60% | 41.82%-28.2pp | 778.87%-765.3pp | 35.66%-22.1pp |
| Employer contribution / active EE | $790 | $2,346-66.3% | $2,916-72.9% | $2,757-71.3% |
| Participant deferral / active EE | $2,352 | $3,285-28.4% | $4,323-45.6% | $4,299-45.3% |
| Admin fee / account holder | $2,256 | $4,749-52.5% | $7,355-69.3% | $6,924-67.4% |