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 | $66,227 | $115,814-42.8% | $101,275-34.6% | $158,982-58.3% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 9.68% | 56.16%-46.5pp | 46.48%-36.8pp | 302.99%-293.3pp |
| Employer contribution / active EE | $813 | $4,176-80.5% | $3,660-77.8% | $4,763-82.9% |
| Participant deferral / active EE | $5,115 | $4,958+3.2% | $4,371+17.0% | $5,983-14.5% |
| Admin fee / account holder | $1,034 | $7,249-85.7% | $5,948-82.6% | $11,252-90.8% |