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 | $77,346 | $93,345-17.1% | $119,126-35.1% | $87,485-11.6% |
| Participation rate | 50.0% | 68.7%-18.7pp | 75.8%-25.8pp | 68.9%-18.9pp |
| Annual return | 19.47% | 19.08%+0.4pp | 282.11%-262.6pp | 26.06%-6.6pp |
| Employer contribution / active EE | $1,847 | $3,172-41.8% | $4,034-54.2% | $2,596-28.8% |
| Participant deferral / active EE | $2,679 | $4,099-34.6% | $5,318-49.6% | $4,274-37.3% |
| Admin fee / account holder | $701 | $8,039-91.3% | $10,693-93.4% | $7,775-91.0% |