Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $81,025 | $51,638+56.9% | $68,368+18.5% | $82,448-1.7% |
| Participation rate | 28.0% | 63.6%-35.6pp | 73.8%-45.8pp | 68.1%-40.1pp |
| Annual return | 15.77% | 37.53%-21.8pp | 292.57%-276.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,037 | $2,047-49.3% | $2,649-60.9% | $2,551-59.4% |
| Participant deferral / active EE | $2,771 | $2,914-4.9% | $4,123-32.8% | $4,139-33.1% |
| Admin fee / account holder | $1,575 | $4,643-66.1% | $5,150-69.4% | $7,234-78.2% |