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 | $72,647 | $99,875-27.3% | $146,866-50.5% | $86,983-16.5% |
| Participation rate | 63.6% | 75.8%-12.2pp | 82.5%-18.9pp | 69.5%-5.9pp |
| Annual return | 15.16% | 28.10%-12.9pp | 102.85%-87.7pp | 25.83%-10.7pp |
| Employer contribution / active EE | $1,383 | $3,224-57.1% | $4,425-68.7% | $2,584-46.5% |
| Participant deferral / active EE | $3,999 | $6,322-36.8% | $7,759-48.5% | $4,194-4.7% |
| Admin fee / account holder | $1,147 | $7,838-85.4% | $13,620-91.6% | $7,856-85.4% |