Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $76,270 | $88,360-13.7% | $145,433-47.6% | $67,986+12.2% |
| Participation rate | 29.5% | 65.5%-36.0pp | 82.1%-52.7pp | 57.2%-27.8pp |
| Annual return | 19.50% | 63.15%-43.7pp | 66.58%-47.1pp | 31.67%-12.2pp |
| Employer contribution / active EE | $1,170 | $3,054-61.7% | $4,554-74.3% | $2,019-42.0% |
| Participant deferral / active EE | $1,868 | $5,932-68.5% | $7,897-76.4% | $3,358-44.4% |
| Admin fee / account holder | $1,100 | $3,313-66.8% | $13,129-91.6% | $3,203-65.7% |