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 | $63,257 | $48,284+31.0% | $67,524-6.3% | $80,911-21.8% |
| Participation rate | 34.5% | 66.4%-31.9pp | 72.9%-38.4pp | 67.6%-33.2pp |
| Annual return | 14.52% | 18.27%-3.8pp | 3519.41%-3504.9pp | 35.63%-21.1pp |
| Employer contribution / active EE | $562 | $2,021-72.2% | $2,734-79.4% | $2,756-79.6% |
| Participant deferral / active EE | $2,236 | $2,927-23.6% | $4,001-44.1% | $4,297-48.0% |
| Admin fee / account holder | $1,825 | $3,688-50.5% | $4,001-54.4% | $6,935-73.7% |