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 | $64,794 | $89,370-27.5% | $141,197-54.1% | $72,976-11.2% |
| Participation rate | 66.0% | 75.1%-9.1pp | 82.5%-16.5pp | 69.5%-3.5pp |
| Annual return | 19.81% | 111.88%-92.1pp | 71.41%-51.6pp | 81.02%-61.2pp |
| Employer contribution / active EE | $904 | $3,115-71.0% | $4,736-80.9% | $2,440-63.0% |
| Participant deferral / active EE | $5,550 | $5,419+2.4% | $6,710-17.3% | $3,608+53.8% |
| Admin fee / account holder | $5,785 | $5,957-2.9% | $10,265-43.6% | $5,124+12.9% |