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 | $65,695 | $52,279+25.7% | $89,435-26.5% | $79,856-17.7% |
| Participation rate | 41.2% | 57.5%-16.4pp | 68.0%-26.8pp | 69.6%-28.5pp |
| Annual return | 16.25% | 22.16%-5.9pp | 245.55%-229.3pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,119 | $1,572-28.8% | $2,587-56.8% | $2,471-54.7% |
| Participant deferral / active EE | $2,510 | $2,740-8.4% | $3,890-35.5% | $3,741-32.9% |
| Admin fee / account holder | $679 | $3,356-79.8% | $4,884-86.1% | $5,306-87.2% |