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 | $68,025 | $110,379-38.4% | $102,412-33.6% | $145,884-53.4% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 12.33% | 24.84%-12.5pp | 24.94%-12.6pp | 551.85%-539.5pp |
| Employer contribution / active EE | $1,053 | $4,216-75.0% | $3,870-72.8% | $4,662-77.4% |
| Participant deferral / active EE | $2,533 | $5,622-54.9% | $5,060-49.9% | $6,690-62.1% |
| Admin fee / account holder | $3,323 | $9,745-65.9% | $8,388-60.4% | $13,392-75.2% |