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 | $87,167 | $107,030-18.6% | $73,550+18.5% | $147,586-40.9% |
| Participation rate | 25.0% | 66.4%-41.4pp | 54.9%-29.9pp | 82.8%-57.8pp |
| Annual return | 14.87% | 38.25%-23.4pp | -15.16%+30.0pp | 578.59%-563.7pp |
| Employer contribution / active EE | $553 | $1,760-68.6% | $1,219-54.6% | $4,876-88.7% |
| Participant deferral / active EE | $2,866 | $2,458+16.6% | $1,804+58.8% | $5,439-47.3% |
| Admin fee / account holder | $757 | $3,055-75.2% | $2,320-67.4% | $10,886-93.0% |