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 | $82,183 | $101,950-19.4% | $125,529-34.5% | $86,983-5.5% |
| Participation rate | 62.3% | 70.2%-7.9pp | 74.7%-12.5pp | 69.5%-7.3pp |
| Annual return | 13.09% | 18.29%-5.2pp | 202.56%-189.5pp | 25.83%-12.7pp |
| Employer contribution / active EE | $1,663 | $2,358-29.5% | $3,058-45.6% | $2,584-35.7% |
| Participant deferral / active EE | $3,446 | $3,862-10.8% | $4,813-28.4% | $4,194-17.8% |
| Admin fee / account holder | $2,332 | $12,791-81.8% | $16,298-85.7% | $7,856-70.3% |