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 | $65,329 | $98,776-33.9% | $149,745-56.4% | $79,856-18.2% |
| Participation rate | 63.6% | 75.8%-12.2pp | 82.5%-18.8pp | 69.6%-6.0pp |
| Annual return | 15.76% | 27.38%-11.6pp | 276.72%-261.0pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,602 | $3,217-50.2% | $4,646-65.5% | $2,471-35.2% |
| Participant deferral / active EE | $6,223 | $5,681+9.5% | $6,843-9.1% | $3,741+66.4% |
| Admin fee / account holder | $7,721 | $6,053+27.6% | $9,312-17.1% | $5,306+45.5% |