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 | $114,802 | $78,690+45.9% | $161,489-28.9% | $87,485+31.2% |
| Participation rate | 45.8% | 67.5%-21.6pp | 78.7%-32.9pp | 68.9%-23.1pp |
| Annual return | 13.84% | 32.74%-18.9pp | 89.72%-75.9pp | 26.06%-12.2pp |
| Employer contribution / active EE | $1,279 | $2,588-50.6% | $4,268-70.0% | $2,596-50.7% |
| Participant deferral / active EE | $2,391 | $3,311-27.8% | $5,630-57.5% | $4,274-44.1% |
| Admin fee / account holder | $839 | $6,724-87.5% | $16,006-94.8% | $7,775-89.2% |