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 | $90,107 | $69,118+30.4% | $53,647+68.0% | $138,895-35.1% |
| Participation rate | 50.0% | 64.0%-14.0pp | 56.3%-6.3pp | 79.9%-29.9pp |
| Annual return | 9.09% | 248.26%-239.2pp | 358.33%-349.2pp | 145.39%-136.3pp |
| Employer contribution / active EE | $1,387 | $1,189+16.6% | $962+44.1% | $4,194-66.9% |
| Participant deferral / active EE | $4,037 | $2,274+77.5% | $1,813+122.6% | $6,396-36.9% |
| Admin fee / account holder | $4,508 | $2,724+65.5% | $2,460+83.2% | $12,562-64.1% |