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 | $74,105 | $110,337-32.8% | $102,383-27.6% | $145,877-49.2% |
| Participation rate | 55.0% | 77.9%-22.9pp | 74.5%-19.5pp | 80.3%-25.3pp |
| Annual return | 10.76% | 24.83%-14.1pp | 24.94%-14.2pp | 551.28%-540.5pp |
| Employer contribution / active EE | $1,562 | $4,216-62.9% | $3,870-59.6% | $4,663-66.5% |
| Participant deferral / active EE | $3,000 | $5,621-46.6% | $5,060-40.7% | $6,691-55.2% |
| Admin fee / account holder | $2,911 | $9,750-70.1% | $8,391-65.3% | $13,402-78.3% |