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 | $68,709 | $61,125+12.4% | $94,057-26.9% | $87,485-21.5% |
| Participation rate | 40.0% | 64.1%-24.1pp | 73.3%-33.3pp | 68.9%-28.9pp |
| Annual return | 15.19% | 35.20%-20.0pp | 480.62%-465.4pp | 26.06%-10.9pp |
| Employer contribution / active EE | $734 | $2,136-65.6% | $2,933-75.0% | $2,596-71.7% |
| Participant deferral / active EE | $1,315 | $3,260-59.7% | $4,709-72.1% | $4,274-69.2% |
| Admin fee / account holder | $4,797 | $5,629-14.8% | $7,244-33.8% | $7,775-38.3% |