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 | $74,527 | $58,241+28.0% | $81,780-8.9% | $80,911-7.9% |
| Participation rate | 46.9% | 63.4%-16.6pp | 72.4%-25.5pp | 67.6%-20.8pp |
| Annual return | 13.97% | 41.73%-27.8pp | 776.27%-762.3pp | 35.63%-21.7pp |
| Employer contribution / active EE | $1,494 | $2,343-36.3% | $2,914-48.7% | $2,756-45.8% |
| Participant deferral / active EE | $3,160 | $3,283-3.7% | $4,321-26.9% | $4,297-26.5% |
| Admin fee / account holder | $1,614 | $4,973-67.5% | $7,384-78.1% | $6,935-76.7% |