Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $130,166 | $60,442+115.4% | $96,754+34.5% | $87,485+48.8% |
| Participation rate | 39.7% | 58.7%-19.0pp | 70.3%-30.6pp | 68.9%-29.2pp |
| Annual return | 15.51% | 21.97%-6.5pp | 82.04%-66.5pp | 26.06%-10.5pp |
| Employer contribution / active EE | $491 | $1,691-70.9% | $2,679-81.7% | $2,596-81.1% |
| Participant deferral / active EE | $2,350 | $3,280-28.4% | $4,758-50.6% | $4,274-45.0% |
| Admin fee / account holder | $871 | $5,069-82.8% | $8,905-90.2% | $7,775-88.8% |