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 | $72,676 | $117,895-38.4% | $102,460-29.1% | $145,897-50.2% |
| Participation rate | 68.8% | 78.6%-9.9pp | 76.5%-7.8pp | 80.3%-11.6pp |
| Annual return | 15.59% | 31.92%-16.3pp | 29.47%-13.9pp | 552.29%-536.7pp |
| Employer contribution / active EE | $1,680 | $3,619-53.6% | $3,025-44.5% | $4,663-64.0% |
| Participant deferral / active EE | $2,683 | $5,736-53.2% | $5,056-46.9% | $6,689-59.9% |
| Admin fee / account holder | $7,620 | $13,353-42.9% | $9,460-19.4% | $13,390-43.1% |