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 | $70,697 | $91,559-22.8% | $133,978-47.2% | $79,856-11.5% |
| Participation rate | 57.4% | 73.3%-16.0pp | 79.8%-22.5pp | 69.6%-12.3pp |
| Annual return | 10.75% | 61.85%-51.1pp | 45.10%-34.3pp | 31.71%-21.0pp |
| Employer contribution / active EE | $795 | $2,384-66.7% | $3,919-79.7% | $2,471-67.8% |
| Participant deferral / active EE | $1,732 | $3,734-53.6% | $5,047-65.7% | $3,741-53.7% |
| Admin fee / account holder | $7,366 | $6,321+16.5% | $8,930-17.5% | $5,306+38.8% |