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 | $89,423 | $91,198-1.9% | $178,503-49.9% | $79,856+12.0% |
| Participation rate | 28.8% | 69.2%-40.4pp | 81.9%-53.1pp | 69.6%-40.8pp |
| Annual return | 13.46% | 24.20%-10.7pp | 151.12%-137.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $390 | $3,257-88.0% | $5,011-92.2% | $2,471-84.2% |
| Participant deferral / active EE | $1,949 | $3,237-39.8% | $5,202-62.5% | $3,741-47.9% |
| Admin fee / account holder | $2,169 | $6,748-67.9% | $13,987-84.5% | $5,306-59.1% |