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 | $61,939 | $209,336-70.4% | $197,124-68.6% | $137,256-54.9% |
| Participation rate | 55.6% | 87.3%-31.7pp | 86.7%-31.2pp | 80.0%-24.4pp |
| Annual return | 14.18% | 48.09%-33.9pp | 44.34%-30.2pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,652 | $6,591-74.9% | $6,227-73.5% | $4,156-60.2% |
| Participant deferral / active EE | $5,360 | $9,614-44.2% | $9,135-41.3% | $6,407-16.3% |
| Admin fee / account holder | $13,706 | $17,308-20.8% | $16,298-15.9% | $12,270+11.7% |