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 | $61,408 | $78,670-21.9% | $109,173-43.8% | $85,847-28.5% |
| Participation rate | 64.7% | 68.3%-3.6pp | 75.9%-11.2pp | 69.3%-4.6pp |
| Annual return | 17.58% | 25.09%-7.5pp | 25.75%-8.2pp | 318.61%-301.0pp |
| Employer contribution / active EE | $1,438 | $2,734-47.4% | $3,723-61.4% | $2,565-44.0% |
| Participant deferral / active EE | $3,211 | $3,467-7.4% | $4,654-31.0% | $3,952-18.8% |
| Admin fee / account holder | $554 | $5,469-89.9% | $6,755-91.8% | $6,261-91.1% |