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 | $65,268 | $116,203-43.8% | $93,621-30.3% | $152,897-57.3% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.8%-50.8pp | 82.5%-57.5pp |
| Annual return | 13.43% | 35.96%-22.5pp | 32.76%-19.3pp | 345.43%-332.0pp |
| Employer contribution / active EE | $1,550 | $3,219-51.9% | $2,719-43.0% | $4,764-67.5% |
| Participant deferral / active EE | $4,980 | $4,605+8.2% | $4,070+22.4% | $5,851-14.9% |
| Admin fee / account holder | $18,531 | $10,751+72.4% | $7,890+134.9% | $11,599+59.8% |