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 | $70,510 | $101,618-30.6% | $93,063-24.2% | $137,256-48.6% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 15.47% | 223.95%-208.5pp | 34.15%-18.7pp | 220.34%-204.9pp |
| Employer contribution / active EE | $790 | $2,707-70.8% | $2,476-68.1% | $4,156-81.0% |
| Participant deferral / active EE | $4,435 | $4,279+3.6% | $3,958+12.1% | $6,407-30.8% |
| Admin fee / account holder | $659 | $6,198-89.4% | $6,033-89.1% | $12,270-94.6% |