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 | $78,208 | $61,125+27.9% | $94,057-16.9% | $87,485-10.6% |
| Participation rate | 53.6% | 64.1%-10.5pp | 73.3%-19.8pp | 68.9%-15.4pp |
| Annual return | 16.69% | 35.20%-18.5pp | 480.62%-463.9pp | 26.06%-9.4pp |
| Employer contribution / active EE | $1,393 | $2,136-34.8% | $2,933-52.5% | $2,596-46.3% |
| Participant deferral / active EE | $2,753 | $3,260-15.6% | $4,709-41.5% | $4,274-35.6% |
| Admin fee / account holder | $2,131 | $5,629-62.1% | $7,244-70.6% | $7,775-72.6% |