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 | $79,559 | $49,976+59.2% | $66,674+19.3% | $82,637-3.7% |
| Participation rate | 64.1% | 63.1%+1.0pp | 73.7%-9.6pp | 68.1%-4.0pp |
| Annual return | 15.64% | 39.09%-23.4pp | 321.24%-305.6pp | 53.51%-37.9pp |
| Employer contribution / active EE | $952 | $1,988-52.1% | $2,620-63.7% | $2,552-62.7% |
| Participant deferral / active EE | $5,901 | $2,847+107.3% | $4,084+44.5% | $4,126+43.0% |
| Admin fee / account holder | $13,030 | $4,594+183.7% | $5,098+155.6% | $7,339+77.5% |