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 | $67,727 | $45,119+50.1% | $85,126-20.4% | $74,429-9.0% |
| Participation rate | 40.0% | 49.4%-9.4pp | 67.5%-27.5pp | 67.2%-27.2pp |
| Annual return | 13.39% | 26.28%-12.9pp | 66.63%-53.2pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $1,332 | $1,460-8.8% | $2,731-51.2% | $2,625-49.3% |
| Participant deferral / active EE | $2,123 | $2,738-22.5% | $4,523-53.1% | $4,348-51.2% |
| Admin fee / account holder | $3,106 | $2,214+40.3% | $6,160-49.6% | $1,944+59.8% |