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 | $64,243 | $43,730+46.9% | $66,674-3.6% | $64,097+0.2% |
| Participation rate | 24.0% | 50.7%-26.8pp | 73.7%-49.7pp | 55.2%-31.2pp |
| Annual return | 19.63% | 53.62%-34.0pp | 321.24%-301.6pp | 34.64%-15.0pp |
| Employer contribution / active EE | $378 | $1,673-77.4% | $2,620-85.6% | $1,891-80.0% |
| Participant deferral / active EE | $1,007 | $2,122-52.5% | $4,084-75.3% | $3,080-67.3% |
| Admin fee / account holder | $6,736 | $2,708+148.8% | $5,098+32.1% | $3,454+95.0% |