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 | $79,919 | $91,198-12.4% | $178,503-55.2% | $79,856+0.1% |
| Participation rate | 47.5% | 69.2%-21.7pp | 81.9%-34.4pp | 69.6%-22.1pp |
| Annual return | 13.61% | 24.20%-10.6pp | 151.12%-137.5pp | 31.71%-18.1pp |
| Employer contribution / active EE | $999 | $3,257-69.3% | $5,011-80.1% | $2,471-59.6% |
| Participant deferral / active EE | $1,973 | $3,237-39.0% | $5,202-62.1% | $3,741-47.2% |
| Admin fee / account holder | $358 | $6,748-94.7% | $13,987-97.4% | $5,306-93.3% |