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 | $94,047 | $85,171+10.4% | $172,753-45.6% | $72,976+28.9% |
| Participation rate | 45.7% | 70.1%-24.3pp | 82.6%-36.9pp | 69.5%-23.8pp |
| Annual return | 20.60% | 27.32%-6.7pp | 803.00%-782.4pp | 81.02%-60.4pp |
| Employer contribution / active EE | $461 | $3,324-86.1% | $5,144-91.0% | $2,440-81.1% |
| Participant deferral / active EE | $2,111 | $3,260-35.2% | $5,198-59.4% | $3,608-41.5% |
| Admin fee / account holder | $3,667 | $5,880-37.6% | $13,956-73.7% | $5,124-28.4% |