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 | $67,267 | $116,360-42.2% | $65,566+2.6% | $139,466-51.8% |
| Participation rate | 37.5% | 67.8%-30.3pp | 64.9%-27.4pp | 80.3%-42.8pp |
| Annual return | 15.63% | 31.23%-15.6pp | 47.40%-31.8pp | 373.66%-358.0pp |
| Employer contribution / active EE | $1,341 | $2,600-48.4% | $1,692-20.8% | $4,754-71.8% |
| Participant deferral / active EE | $3,037 | $4,242-28.4% | $2,832+7.2% | $6,712-54.8% |
| Admin fee / account holder | $345 | $6,701-94.8% | $4,114-91.6% | $11,409-97.0% |