Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $101,279 | $49,976+102.7% | $66,674+51.9% | $82,637+22.6% |
| Participation rate | 28.9% | 63.1%-34.1pp | 73.7%-44.7pp | 68.1%-39.1pp |
| Annual return | 13.89% | 39.09%-25.2pp | 321.24%-307.4pp | 53.51%-39.6pp |
| Employer contribution / active EE | $482 | $1,988-75.8% | $2,620-81.6% | $2,552-81.1% |
| Participant deferral / active EE | $1,586 | $2,847-44.3% | $4,084-61.2% | $4,126-61.6% |
| Admin fee / account holder | $2,272 | $4,594-50.5% | $5,098-55.4% | $7,339-69.0% |