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 | $70,490 | $98,652-28.5% | $142,942-50.7% | $82,448-14.5% |
| Participation rate | 32.4% | 72.8%-40.4pp | 76.8%-44.5pp | 68.1%-35.7pp |
| Annual return | 16.77% | 22.65%-5.9pp | 113.70%-96.9pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,068 | $3,211-66.8% | $4,139-74.2% | $2,551-58.1% |
| Participant deferral / active EE | $1,881 | $5,580-66.3% | $7,128-73.6% | $4,139-54.6% |
| Admin fee / account holder | $949 | $8,078-88.3% | $12,475-92.4% | $7,234-86.9% |