Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $67,906 | $88,672-23.4% | $105,223-35.5% | $82,448-17.6% |
| Participation rate | 36.1% | 67.9%-31.8pp | 75.0%-38.9pp | 68.1%-32.0pp |
| Annual return | 17.76% | 30.86%-13.1pp | 180.65%-162.9pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,278 | $3,048-58.1% | $3,689-65.3% | $2,551-49.9% |
| Participant deferral / active EE | $2,503 | $4,036-38.0% | $5,072-50.6% | $4,139-39.5% |
| Admin fee / account holder | $15,564 | $7,146+117.8% | $8,859+75.7% | $7,234+115.1% |