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 | $73,498 | $86,288-14.8% | $111,306-34.0% | $85,851-14.4% |
| Participation rate | 57.6% | 73.3%-15.7pp | 77.3%-19.7pp | 69.3%-11.7pp |
| Annual return | 16.07% | 19.99%-3.9pp | 54.67%-38.6pp | 318.63%-302.6pp |
| Employer contribution / active EE | $1,430 | $2,044-30.0% | $2,732-47.7% | $2,565-44.3% |
| Participant deferral / active EE | $2,315 | $3,641-36.4% | $4,488-48.4% | $3,952-41.4% |
| Admin fee / account holder | $2,282 | $8,189-72.1% | $7,966-71.4% | $6,261-63.6% |