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 | $73,764 | $55,889+32.0% | $76,119-3.1% | $80,935-8.9% |
| Participation rate | 40.7% | 62.1%-21.3pp | 69.1%-28.3pp | 67.7%-26.9pp |
| Annual return | 15.89% | 20.58%-4.7pp | 361.25%-345.4pp | 35.66%-19.8pp |
| Employer contribution / active EE | $2,095 | $1,866+12.3% | $2,693-22.2% | $2,757-24.0% |
| Participant deferral / active EE | $3,576 | $3,051+17.2% | $4,259-16.0% | $4,299-16.8% |
| Admin fee / account holder | $4,082 | $5,241-22.1% | $6,421-36.4% | $6,924-41.1% |