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 | $67,845 | $51,638+31.4% | $68,368-0.8% | $82,448-17.7% |
| Participation rate | 29.1% | 63.6%-34.5pp | 73.8%-44.7pp | 68.1%-39.0pp |
| Annual return | 21.33% | 37.53%-16.2pp | 292.57%-271.2pp | 41.64%-20.3pp |
| Employer contribution / active EE | $680 | $2,047-66.8% | $2,649-74.3% | $2,551-73.3% |
| Participant deferral / active EE | $1,848 | $2,914-36.6% | $4,123-55.2% | $4,139-55.4% |
| Admin fee / account holder | $3,266 | $4,643-29.7% | $5,150-36.6% | $7,234-54.9% |