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 | $71,195 | $118,488-39.9% | $98,462-27.7% | $139,487-49.0% |
| Participation rate | 44.4% | 77.5%-33.0pp | 75.2%-30.7pp | 80.3%-35.9pp |
| Annual return | 14.36% | 18.96%-4.6pp | 21.17%-6.8pp | 373.84%-359.5pp |
| Employer contribution / active EE | $1,416 | $3,611-60.8% | $3,049-53.5% | $4,755-70.2% |
| Participant deferral / active EE | $3,996 | $5,393-25.9% | $4,738-15.7% | $6,713-40.5% |
| Admin fee / account holder | $667 | $13,868-95.2% | $8,875-92.5% | $11,407-94.2% |