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 | $25,719 | $96,524-73.4% | $75,900-66.1% | $152,909-83.2% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.5%-15.8pp |
| Annual return | 15.05% | 33.93%-18.9pp | 30.73%-15.7pp | 345.46%-330.4pp |
| Employer contribution / active EE | $889 | $3,311-73.2% | $2,501-64.5% | $4,764-81.3% |
| Participant deferral / active EE | $3,613 | $4,554-20.7% | $3,604+0.3% | $5,851-38.3% |
| Admin fee / account holder | $4,774 | $8,082-40.9% | $5,421-11.9% | $11,601-58.8% |