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 | $81,460 | $78,690+3.5% | $161,489-49.6% | $87,485-6.9% |
| Participation rate | 27.9% | 67.5%-39.6pp | 78.7%-50.8pp | 68.9%-41.1pp |
| Annual return | 16.03% | 32.74%-16.7pp | 89.72%-73.7pp | 26.06%-10.0pp |
| Employer contribution / active EE | $591 | $2,588-77.2% | $4,268-86.2% | $2,596-77.2% |
| Participant deferral / active EE | $1,167 | $3,311-64.8% | $5,630-79.3% | $4,274-72.7% |
| Admin fee / account holder | $1,875 | $6,724-72.1% | $16,006-88.3% | $7,775-75.9% |