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 | $71,595 | $174,379-58.9% | $152,093-52.9% | $138,895-48.5% |
| Participation rate | 22.2% | 81.6%-59.4pp | 77.8%-55.5pp | 79.9%-57.7pp |
| Annual return | 14.14% | 74.86%-60.7pp | 66.36%-52.2pp | 145.39%-131.3pp |
| Employer contribution / active EE | $1,027 | $4,652-77.9% | $4,175-75.4% | $4,194-75.5% |
| Participant deferral / active EE | $2,087 | $6,159-66.1% | $5,451-61.7% | $6,396-67.4% |
| Admin fee / account holder | $1,220 | $16,880-92.8% | $14,497-91.6% | $12,562-90.3% |