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 | $64,233 | $103,392-37.9% | $87,104-26.3% | $152,897-58.0% |
| Participation rate | 68.8% | 79.4%-10.6pp | 76.9%-8.1pp | 82.5%-13.7pp |
| Annual return | 16.29% | 28.10%-11.8pp | 28.19%-11.9pp | 345.43%-329.1pp |
| Employer contribution / active EE | $767 | $3,221-76.2% | $2,521-69.6% | $4,764-83.9% |
| Participant deferral / active EE | $2,178 | $4,778-54.4% | $4,048-46.2% | $5,851-62.8% |
| Admin fee / account holder | $1,312 | $12,194-89.2% | $7,491-82.5% | $11,599-88.7% |