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 | $65,562 | $55,902+17.3% | $76,030-13.8% | $80,959-19.0% |
| Participation rate | 54.5% | 62.1%-7.5pp | 69.1%-14.5pp | 67.7%-13.1pp |
| Annual return | 17.29% | 20.59%-3.3pp | 361.54%-344.2pp | 35.67%-18.4pp |
| Employer contribution / active EE | $1,435 | $1,867-23.1% | $2,688-46.6% | $2,757-48.0% |
| Participant deferral / active EE | $2,847 | $3,051-6.7% | $4,257-33.1% | $4,300-33.8% |
| Admin fee / account holder | $2,920 | $5,239-44.3% | $6,421-54.5% | $6,925-57.8% |