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 | $77,670 | $91,559-15.2% | $133,978-42.0% | $79,856-2.7% |
| Participation rate | 63.5% | 73.3%-9.9pp | 79.8%-16.4pp | 69.6%-6.2pp |
| Annual return | 20.56% | 61.85%-41.3pp | 45.10%-24.5pp | 31.71%-11.1pp |
| Employer contribution / active EE | $1,359 | $2,384-43.0% | $3,919-65.3% | $2,471-45.0% |
| Participant deferral / active EE | $4,900 | $3,734+31.2% | $5,047-2.9% | $3,741+31.0% |
| Admin fee / account holder | $4,793 | $6,321-24.2% | $8,930-46.3% | $5,306-9.7% |