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 | $57,747 | $61,125-5.5% | $94,057-38.6% | $87,485-34.0% |
| Participation rate | 30.8% | 64.1%-33.3pp | 73.3%-42.6pp | 68.9%-38.2pp |
| Annual return | 15.57% | 35.20%-19.6pp | 480.62%-465.1pp | 26.06%-10.5pp |
| Employer contribution / active EE | $468 | $2,136-78.1% | $2,933-84.1% | $2,596-82.0% |
| Participant deferral / active EE | $2,010 | $3,260-38.3% | $4,709-57.3% | $4,274-53.0% |
| Admin fee / account holder | $2,132 | $5,629-62.1% | $7,244-70.6% | $7,775-72.6% |