Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $87,802 | $100,279-12.4% | $81,353+7.9% | $145,884-39.8% |
| Participation rate | 13.3% | 74.3%-60.9pp | 69.5%-56.2pp | 80.3%-67.0pp |
| Annual return | 30.88% | 34.49%-3.6pp | 24.82%+6.1pp | 551.85%-521.0pp |
| Employer contribution / active EE | $589 | $2,979-80.2% | $2,464-76.1% | $4,662-87.4% |
| Participant deferral / active EE | $3,067 | $4,611-33.5% | $3,885-21.1% | $6,690-54.2% |
| Admin fee / account holder | $609 | $8,206-92.6% | $5,766-89.4% | $13,392-95.5% |