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 | $79,512 | $105,284-24.5% | $150,734-47.2% | $94,015-15.4% |
| Participation rate | 60.3% | 71.7%-11.4pp | 78.4%-18.1pp | 70.8%-10.5pp |
| Annual return | 15.23% | 15.67%-0.4pp | 600.81%-585.6pp | 17.84%-2.6pp |
| Employer contribution / active EE | $1,942 | $3,599-46.0% | $4,918-60.5% | $2,790-30.4% |
| Participant deferral / active EE | $3,981 | $4,274-6.8% | $5,610-29.0% | $4,249-6.3% |
| Admin fee / account holder | $1,362 | $9,839-86.2% | $14,905-90.9% | $8,951-84.8% |