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 | $67,966 | $110,240-38.3% | $96,544-29.6% | $139,487-51.3% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 16.26% | 26.41%-10.2pp | 25.88%-9.6pp | 373.84%-357.6pp |
| Employer contribution / active EE | $1,529 | $3,622-57.8% | $2,966-48.5% | $4,755-67.8% |
| Participant deferral / active EE | $3,256 | $5,549-41.3% | $4,851-32.9% | $6,713-51.5% |
| Admin fee / account holder | $1,180 | $11,602-89.8% | $8,254-85.7% | $11,407-89.7% |