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 | $91,442 | $53,128+72.1% | $86,581+5.6% | $70,124+30.4% |
| Participation rate | 48.0% | 65.3%-17.3pp | 73.5%-25.5pp | 69.5%-21.5pp |
| Annual return | 22.83% | 27.66%-4.8pp | 965.06%-942.2pp | 73.14%-50.3pp |
| Employer contribution / active EE | $1,332 | $2,068-35.6% | $2,840-53.1% | $2,342-43.1% |
| Participant deferral / active EE | $2,379 | $2,695-11.7% | $3,609-34.1% | $3,332-28.6% |
| Admin fee / account holder | $983 | $3,584-72.6% | $4,904-79.9% | $4,645-78.8% |