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 | $80,696 | $102,547-21.3% | $78,210+3.2% | $147,586-45.3% |
| Participation rate | 21.7% | 74.4%-52.7pp | 68.7%-47.0pp | 82.8%-61.1pp |
| Annual return | 20.00% | 51.08%-31.1pp | 40.90%-20.9pp | 578.59%-558.6pp |
| Employer contribution / active EE | $1,206 | $2,617-53.9% | $2,034-40.7% | $4,876-75.3% |
| Participant deferral / active EE | $1,232 | $3,481-64.6% | $2,823-56.4% | $5,439-77.4% |
| Admin fee / account holder | $21,168 | $5,059+318.4% | $3,758+463.2% | $10,886+94.5% |