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 | $73,289 | $58,241+25.8% | $81,780-10.4% | $80,911-9.4% |
| Participation rate | 59.4% | 63.4%-4.0pp | 72.4%-12.9pp | 67.6%-8.2pp |
| Annual return | 11.57% | 41.73%-30.2pp | 776.27%-764.7pp | 35.63%-24.1pp |
| Employer contribution / active EE | $594 | $2,343-74.7% | $2,914-79.6% | $2,756-78.5% |
| Participant deferral / active EE | $1,902 | $3,283-42.1% | $4,321-56.0% | $4,297-55.7% |
| Admin fee / account holder | $2,134 | $4,973-57.1% | $7,384-71.1% | $6,935-69.2% |