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 | $70,152 | $89,370-21.5% | $141,197-50.3% | $72,976-3.9% |
| Participation rate | 48.8% | 75.1%-26.3pp | 82.5%-33.7pp | 69.5%-20.7pp |
| Annual return | 23.48% | 111.88%-88.4pp | 71.41%-47.9pp | 81.02%-57.5pp |
| Employer contribution / active EE | $1,966 | $3,115-36.9% | $4,736-58.5% | $2,440-19.4% |
| Participant deferral / active EE | $2,643 | $5,419-51.2% | $6,710-60.6% | $3,608-26.7% |
| Admin fee / account holder | $2,002 | $5,957-66.4% | $10,265-80.5% | $5,124-60.9% |