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 | $67,968 | $78,707-13.6% | $117,861-42.3% | $70,126-3.1% |
| Participation rate | 43.1% | 73.2%-30.1pp | 79.7%-36.6pp | 69.5%-26.5pp |
| Annual return | 15.13% | 23.30%-8.2pp | 335.11%-320.0pp | 73.15%-58.0pp |
| Employer contribution / active EE | $985 | $2,223-55.7% | $3,786-74.0% | $2,343-58.0% |
| Participant deferral / active EE | $2,314 | $3,297-29.8% | $4,482-48.4% | $3,332-30.6% |
| Admin fee / account holder | $1,212 | $5,066-76.1% | $8,021-84.9% | $4,645-73.9% |