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 | $68,491 | $78,690-13.0% | $161,489-57.6% | $87,485-21.7% |
| Participation rate | 45.9% | 67.5%-21.5pp | 78.7%-32.8pp | 68.9%-23.0pp |
| Annual return | 14.46% | 32.74%-18.3pp | 89.72%-75.3pp | 26.06%-11.6pp |
| Employer contribution / active EE | $909 | $2,588-64.9% | $4,268-78.7% | $2,596-65.0% |
| Participant deferral / active EE | $2,844 | $3,311-14.1% | $5,630-49.5% | $4,274-33.4% |
| Admin fee / account holder | $14,598 | $6,724+117.1% | $16,006-8.8% | $7,775+87.8% |