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 | $69,356 | $29,667+133.8% | $56,441+22.9% | $80,874-14.2% |
| Participation rate | 49.1% | 41.7%+7.4pp | 52.5%-3.4pp | 67.6%-18.6pp |
| Annual return | 16.89% | 35.22%-18.3pp | 1704.21%-1687.3pp | 35.62%-18.7pp |
| Employer contribution / active EE | $1,047 | $669+56.4% | $1,039+0.8% | $2,756-62.0% |
| Participant deferral / active EE | $3,808 | $1,227+210.5% | $1,953+95.0% | $4,297-11.4% |
| Admin fee / account holder | $1,597 | $2,429-34.3% | $2,829-43.6% | $6,935-77.0% |