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 | $74,961 | $232,540-67.8% | $185,117-59.5% | $147,586-49.2% |
| Participation rate | 60.0% | 82.4%-22.4pp | 77.3%-17.3pp | 82.8%-22.8pp |
| Annual return | 15.42% | 43.03%-27.6pp | 40.50%-25.1pp | 578.59%-563.2pp |
| Employer contribution / active EE | $921 | $5,195-82.3% | $4,182-78.0% | $4,876-81.1% |
| Participant deferral / active EE | $2,527 | $5,834-56.7% | $5,045-49.9% | $5,439-53.5% |
| Admin fee / account holder | $1,030 | $10,275-90.0% | $8,159-87.4% | $10,886-90.5% |