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 | $101,885 | $78,707+29.4% | $117,861-13.6% | $70,126+45.3% |
| Participation rate | 42.9% | 73.2%-30.3pp | 79.7%-36.8pp | 69.5%-26.7pp |
| Annual return | 16.03% | 23.30%-7.3pp | 335.11%-319.1pp | 73.15%-57.1pp |
| Employer contribution / active EE | $1,177 | $2,223-47.1% | $3,786-68.9% | $2,343-49.7% |
| Participant deferral / active EE | $2,251 | $3,297-31.7% | $4,482-49.8% | $3,332-32.4% |
| Admin fee / account holder | $841 | $5,066-83.4% | $8,021-89.5% | $4,645-81.9% |