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 | $79,761 | $62,672+27.3% | $185,117-56.9% | $70,126+13.7% |
| Participation rate | 50.0% | 63.8%-13.8pp | 77.3%-27.3pp | 69.5%-19.5pp |
| Annual return | 13.47% | 40.79%-27.3pp | 40.50%-27.0pp | 73.15%-59.7pp |
| Employer contribution / active EE | $342 | $1,753-80.5% | $4,182-91.8% | $2,343-85.4% |
| Participant deferral / active EE | $2,022 | $3,272-38.2% | $5,045-59.9% | $3,332-39.3% |
| Admin fee / account holder | $2,274 | $3,932-42.2% | $8,159-72.1% | $4,645-51.1% |