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 | $89,007 | $49,976+78.1% | $66,674+33.5% | $82,637+7.7% |
| Participation rate | 39.5% | 63.1%-23.6pp | 73.7%-34.2pp | 68.1%-28.6pp |
| Annual return | 13.71% | 39.09%-25.4pp | 321.24%-307.5pp | 53.51%-39.8pp |
| Employer contribution / active EE | $597 | $1,988-70.0% | $2,620-77.2% | $2,552-76.6% |
| Participant deferral / active EE | $3,117 | $2,847+9.5% | $4,084-23.7% | $4,126-24.5% |
| Admin fee / account holder | $2,272 | $4,594-50.5% | $5,098-55.4% | $7,339-69.0% |