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 | $69,742 | $148,623-53.1% | $135,974-48.7% | $139,466-50.0% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 21.00% | 79.30%-58.3pp | 68.30%-47.3pp | 373.66%-352.7pp |
| Employer contribution / active EE | $1,105 | $5,246-78.9% | $4,859-77.3% | $4,754-76.8% |
| Participant deferral / active EE | $5,559 | $8,103-31.4% | $7,760-28.4% | $6,712-17.2% |
| Admin fee / account holder | $811 | $12,406-93.5% | $10,767-92.5% | $11,409-92.9% |