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 | $76,522 | $51,606+48.3% | $129,339-40.8% | $80,911-5.4% |
| Participation rate | 14.3% | 57.0%-42.7pp | 69.6%-55.3pp | 67.6%-53.4pp |
| Annual return | 13.83% | 20.76%-6.9pp | 9437.05%-9423.2pp | 35.63%-21.8pp |
| Employer contribution / active EE | $442 | $1,582-72.1% | $4,154-89.4% | $2,756-84.0% |
| Participant deferral / active EE | $780 | $2,669-70.8% | $4,170-81.3% | $4,297-81.8% |
| Admin fee / account holder | $1,572 | $4,310-63.5% | $7,668-79.5% | $6,935-77.3% |