Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $67,507 | $47,105+43.3% | $68,368-1.3% | $67,986-0.7% |
| Participation rate | 33.3% | 51.8%-18.5pp | 73.8%-40.4pp | 57.2%-23.9pp |
| Annual return | 21.09% | 48.37%-27.3pp | 292.57%-271.5pp | 31.67%-10.6pp |
| Employer contribution / active EE | $251 | $1,859-86.5% | $2,649-90.5% | $2,019-87.6% |
| Participant deferral / active EE | $1,199 | $2,374-49.5% | $4,123-70.9% | $3,358-64.3% |
| Admin fee / account holder | $6,462 | $2,435+165.4% | $5,150+25.5% | $3,203+101.7% |