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 | $68,051 | $51,638+31.8% | $68,368-0.5% | $82,448-17.5% |
| Participation rate | 35.5% | 63.6%-28.1pp | 73.8%-38.3pp | 68.1%-32.6pp |
| Annual return | 16.08% | 37.53%-21.5pp | 292.57%-276.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $739 | $2,047-63.9% | $2,649-72.1% | $2,551-71.0% |
| Participant deferral / active EE | $2,448 | $2,914-16.0% | $4,123-40.6% | $4,139-40.8% |
| Admin fee / account holder | $901 | $4,643-80.6% | $5,150-82.5% | $7,234-87.5% |