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 | $102,756 | $58,311+76.2% | $81,882+25.5% | $80,959+26.9% |
| Participation rate | 28.6% | 63.5%-34.9pp | 72.4%-43.8pp | 67.7%-39.1pp |
| Annual return | 12.53% | 41.85%-29.3pp | 779.47%-766.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $425 | $2,347-81.9% | $2,916-85.4% | $2,757-84.6% |
| Participant deferral / active EE | $2,416 | $3,287-26.5% | $4,323-44.1% | $4,300-43.8% |
| Admin fee / account holder | $2,023 | $4,752-57.4% | $7,360-72.5% | $6,925-70.8% |