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 | $73,594 | $98,766-25.5% | $149,730-50.8% | $79,852-7.8% |
| Participation rate | 65.6% | 75.8%-10.2pp | 82.5%-16.9pp | 69.6%-4.1pp |
| Annual return | 19.17% | 27.43%-8.3pp | 276.70%-257.5pp | 31.72%-12.6pp |
| Employer contribution / active EE | $2,105 | $3,217-34.6% | $4,645-54.7% | $2,471-14.8% |
| Participant deferral / active EE | $7,378 | $5,681+29.9% | $6,843+7.8% | $3,740+97.3% |
| Admin fee / account holder | $6,378 | $6,052+5.4% | $9,310-31.5% | $5,306+20.2% |