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 | $76,076 | $124,336-38.8% | $111,303-31.7% | $167,518-54.6% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 12.02% | 37.45%-25.4pp | 54.66%-42.6pp | 478.71%-466.7pp |
| Employer contribution / active EE | $1,395 | $3,436-59.4% | $2,731-48.9% | $4,838-71.2% |
| Participant deferral / active EE | $3,606 | $5,181-30.4% | $4,487-19.6% | $6,342-43.1% |
| Admin fee / account holder | $37,854 | $10,623+256.4% | $7,966+375.2% | $12,312+207.4% |