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 | $72,196 | $232,540-69.0% | $185,117-61.0% | $147,586-51.1% |
| Participation rate | 36.4% | 82.4%-46.0pp | 77.3%-40.9pp | 82.8%-46.5pp |
| Annual return | 12.60% | 43.03%-30.4pp | 40.50%-27.9pp | 578.59%-566.0pp |
| Employer contribution / active EE | $687 | $5,195-86.8% | $4,182-83.6% | $4,876-85.9% |
| Participant deferral / active EE | $4,063 | $5,834-30.4% | $5,045-19.5% | $5,439-25.3% |
| Admin fee / account holder | $801 | $10,275-92.2% | $8,159-90.2% | $10,886-92.6% |