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 | $75,030 | $87,733-14.5% | $106,555-29.6% | $85,847-12.6% |
| Participation rate | 62.5% | 71.9%-9.4pp | 76.1%-13.6pp | 69.3%-6.8pp |
| Annual return | 15.12% | 21.86%-6.7pp | 26.80%-11.7pp | 318.61%-303.5pp |
| Employer contribution / active EE | $1,901 | $2,073-8.3% | $2,819-32.6% | $2,565-25.9% |
| Participant deferral / active EE | $2,983 | $3,469-14.0% | $4,399-32.2% | $3,952-24.5% |
| Admin fee / account holder | $2,423 | $6,767-64.2% | $7,408-67.3% | $6,261-61.3% |