Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $82,237 | $78,690+4.5% | $161,489-49.1% | $87,485-6.0% |
| Participation rate | 21.3% | 67.5%-46.2pp | 78.7%-57.4pp | 68.9%-47.7pp |
| Annual return | 17.30% | 32.74%-15.4pp | 89.72%-72.4pp | 26.06%-8.8pp |
| Employer contribution / active EE | $936 | $2,588-63.8% | $4,268-78.1% | $2,596-64.0% |
| Participant deferral / active EE | $1,855 | $3,311-44.0% | $5,630-67.1% | $4,274-56.6% |
| Admin fee / account holder | $3,067 | $6,724-54.4% | $16,006-80.8% | $7,775-60.6% |