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 | $106,559 | $78,690+35.4% | $161,489-34.0% | $87,485+21.8% |
| Participation rate | 47.1% | 67.5%-20.4pp | 78.7%-31.6pp | 68.9%-21.9pp |
| Annual return | 18.50% | 32.74%-14.2pp | 89.72%-71.2pp | 26.06%-7.6pp |
| Employer contribution / active EE | $802 | $2,588-69.0% | $4,268-81.2% | $2,596-69.1% |
| Participant deferral / active EE | $2,433 | $3,311-26.5% | $5,630-56.8% | $4,274-43.1% |
| Admin fee / account holder | $5,504 | $6,724-18.1% | $16,006-65.6% | $7,775-29.2% |