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 | $80,939 | $72,486+11.7% | $87,103-7.1% | $72,976+10.9% |
| Participation rate | 67.5% | 72.8%-5.3pp | 76.9%-9.3pp | 69.5%-2.0pp |
| Annual return | 69.18% | 24.46%+44.7pp | 28.19%+41.0pp | 81.02%-11.8pp |
| Employer contribution / active EE | $796 | $1,894-58.0% | $2,521-68.4% | $2,440-67.4% |
| Participant deferral / active EE | $2,365 | $3,270-27.7% | $4,049-41.6% | $3,608-34.4% |
| Admin fee / account holder | $23,685 | $5,055+368.6% | $7,491+216.2% | $5,124+362.2% |