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 | $62,370 | $45,043+38.5% | $63,005-1.0% | $70,124-11.1% |
| Participation rate | 29.5% | 69.5%-40.0pp | 74.8%-45.3pp | 69.5%-40.1pp |
| Annual return | 15.48% | 18.76%-3.3pp | 87.59%-72.1pp | 73.14%-57.7pp |
| Employer contribution / active EE | $652 | $2,052-68.2% | $2,760-76.4% | $2,342-72.1% |
| Participant deferral / active EE | $1,466 | $2,466-40.5% | $3,329-56.0% | $3,332-56.0% |
| Admin fee / account holder | $12,504 | $2,833+341.3% | $3,599+247.4% | $4,645+169.2% |