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 | $73,578 | $43,730+68.3% | $66,674+10.4% | $64,097+14.8% |
| Participation rate | 31.0% | 50.7%-19.7pp | 73.7%-42.7pp | 55.2%-24.2pp |
| Annual return | 20.33% | 53.62%-33.3pp | 321.24%-300.9pp | 34.64%-14.3pp |
| Employer contribution / active EE | $1,157 | $1,673-30.9% | $2,620-55.9% | $1,891-38.9% |
| Participant deferral / active EE | $2,201 | $2,122+3.7% | $4,084-46.1% | $3,080-28.5% |
| Admin fee / account holder | $2,059 | $2,708-24.0% | $5,098-59.6% | $3,454-40.4% |