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 | $81,930 | $83,090-1.4% | $130,062-37.0% | $71,529+14.5% |
| Participation rate | 29.9% | 74.1%-44.3pp | 78.5%-48.6pp | 67.9%-38.1pp |
| Annual return | 19.04% | 20.61%-1.6pp | -137.37%+156.4pp | 28.97%-9.9pp |
| Employer contribution / active EE | $1,470 | $2,624-44.0% | $4,322-66.0% | $2,590-43.3% |
| Participant deferral / active EE | $2,920 | $4,436-34.2% | $5,821-49.8% | $4,291-31.9% |
| Admin fee / account holder | $25,898 | $1,727+1399.5% | $10,601+144.3% | $1,588+1530.3% |