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 | $56,743 | $29,051+95.3% | $52,425+8.2% | $67,986-16.5% |
| Participation rate | 66.1% | 30.4%+35.7pp | 55.6%+10.5pp | 57.2%+8.9pp |
| Annual return | 15.49% | 24.00%-8.5pp | 302.12%-286.6pp | 31.67%-16.2pp |
| Employer contribution / active EE | $731 | $412+77.6% | $914-20.0% | $2,019-63.8% |
| Participant deferral / active EE | $1,209 | $873+38.5% | $1,790-32.5% | $3,358-64.0% |
| Admin fee / account holder | $576 | $2,113-72.7% | $2,495-76.9% | $3,203-82.0% |