Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $80,702 | $51,638+56.3% | $68,368+18.0% | $82,448-2.1% |
| Participation rate | 6.5% | 63.6%-57.1pp | 73.8%-67.2pp | 68.1%-61.5pp |
| Annual return | 17.11% | 37.53%-20.4pp | 292.57%-275.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $566 | $2,047-72.3% | $2,649-78.6% | $2,551-77.8% |
| Participant deferral / active EE | $1,254 | $2,914-57.0% | $4,123-69.6% | $4,139-69.7% |
| Admin fee / account holder | $687 | $4,643-85.2% | $5,150-86.7% | $7,234-90.5% |