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 | $73,072 | $45,119+62.0% | $85,126-14.2% | $74,429-1.8% |
| Participation rate | 29.0% | 49.4%-20.4pp | 67.5%-38.5pp | 67.2%-38.2pp |
| Annual return | 12.32% | 26.28%-14.0pp | 66.63%-54.3pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $257 | $1,460-82.4% | $2,731-90.6% | $2,625-90.2% |
| Participant deferral / active EE | $1,037 | $2,738-62.1% | $4,523-77.1% | $4,348-76.2% |
| Admin fee / account holder | $1,589 | $2,214-28.2% | $6,160-74.2% | $1,944-18.3% |