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 | $73,841 | $51,649+43.0% | $124,206-40.5% | $64,097+15.2% |
| Participation rate | 48.0% | 45.2%+2.8pp | 69.6%-21.6pp | 55.2%-7.2pp |
| Annual return | 14.51% | 19.98%-5.5pp | 515.27%-500.8pp | 34.64%-20.1pp |
| Employer contribution / active EE | $713 | $1,057-32.5% | $3,540-79.9% | $1,891-62.3% |
| Participant deferral / active EE | $2,771 | $2,165+28.0% | $3,968-30.2% | $3,080-10.0% |
| Admin fee / account holder | $5,398 | $4,237+27.4% | $5,929-9.0% | $3,454+56.3% |