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 | $73,793 | $102,422-28.0% | $147,117-49.8% | $80,959-8.9% |
| Participation rate | 48.3% | 75.9%-27.5pp | 82.2%-33.9pp | 67.7%-19.3pp |
| Annual return | 12.83% | 135.16%-122.3pp | 420.54%-407.7pp | 35.67%-22.8pp |
| Employer contribution / active EE | $2,437 | $3,717-34.4% | $4,932-50.6% | $2,757-11.6% |
| Participant deferral / active EE | $3,518 | $6,652-47.1% | $8,065-56.4% | $4,300-18.2% |
| Admin fee / account holder | $12,345 | $7,953+55.2% | $12,993-5.0% | $6,925+78.3% |