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 | $67,317 | $58,275+15.5% | $81,844-17.7% | $80,935-16.8% |
| Participation rate | 69.2% | 63.5%+5.8pp | 72.4%-3.2pp | 67.7%+1.6pp |
| Annual return | 12.71% | 41.82%-29.1pp | 778.87%-766.2pp | 35.66%-22.9pp |
| Employer contribution / active EE | $445 | $2,346-81.0% | $2,916-84.7% | $2,757-83.8% |
| Participant deferral / active EE | $1,411 | $3,285-57.1% | $4,323-67.4% | $4,299-67.2% |
| Admin fee / account holder | $1,215 | $4,749-74.4% | $7,355-83.5% | $6,924-82.5% |