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 | $64,276 | $110,379-41.8% | $102,412-37.2% | $145,884-55.9% |
| Participation rate | 41.7% | 77.9%-36.3pp | 74.5%-32.8pp | 80.3%-38.6pp |
| Annual return | 11.11% | 24.84%-13.7pp | 24.94%-13.8pp | 551.85%-540.7pp |
| Employer contribution / active EE | $1,668 | $4,216-60.4% | $3,870-56.9% | $4,662-64.2% |
| Participant deferral / active EE | $4,837 | $5,622-14.0% | $5,060-4.4% | $6,690-27.7% |
| Admin fee / account holder | $6,324 | $9,745-35.1% | $8,388-24.6% | $13,392-52.8% |