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 | $117,439 | $28,624+310.3% | $53,647+118.9% | $82,637+42.1% |
| Participation rate | 23.7% | 47.3%-23.5pp | 56.3%-32.6pp | 68.1%-44.3pp |
| Annual return | 14.77% | 664.98%-650.2pp | 358.33%-343.6pp | 53.51%-38.7pp |
| Employer contribution / active EE | $302 | $637-52.5% | $962-68.6% | $2,552-88.2% |
| Participant deferral / active EE | $1,343 | $1,196+12.3% | $1,813-25.9% | $4,126-67.4% |
| Admin fee / account holder | $4,909 | $2,022+142.8% | $2,460+99.6% | $7,339-33.1% |