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 | $71,210 | $51,606+38.0% | $129,339-44.9% | $80,911-12.0% |
| Participation rate | 34.3% | 57.0%-22.7pp | 69.6%-35.3pp | 67.6%-33.4pp |
| Annual return | 13.30% | 20.76%-7.5pp | 9437.05%-9423.8pp | 35.63%-22.3pp |
| Employer contribution / active EE | $842 | $1,582-46.8% | $4,154-79.7% | $2,756-69.4% |
| Participant deferral / active EE | $3,349 | $2,669+25.5% | $4,170-19.7% | $4,297-22.1% |
| Admin fee / account holder | $1,885 | $4,310-56.3% | $7,668-75.4% | $6,935-72.8% |