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 | $78,637 | $93,345-15.8% | $119,126-34.0% | $87,485-10.1% |
| Participation rate | 53.7% | 68.7%-15.0pp | 75.8%-22.1pp | 68.9%-15.2pp |
| Annual return | 15.17% | 19.08%-3.9pp | 282.11%-266.9pp | 26.06%-10.9pp |
| Employer contribution / active EE | $1,199 | $3,172-62.2% | $4,034-70.3% | $2,596-53.8% |
| Participant deferral / active EE | $5,277 | $4,099+28.8% | $5,318-0.8% | $4,274+23.5% |
| Admin fee / account holder | $2,267 | $8,039-71.8% | $10,693-78.8% | $7,775-70.8% |