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 | $51,733 | $90,486-42.8% | $78,676-34.2% | $273,972-81.1% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 9.06% | 75.62%-66.6pp | 62.19%-53.1pp | 41.46%-32.4pp |
| Employer contribution / active EE | $1,655 | $3,175-47.9% | $2,850-41.9% | $4,869-66.0% |
| Participant deferral / active EE | $11,604 | $3,901+197.4% | $3,517+230.0% | $5,287+119.5% |
| Admin fee / account holder | $745 | $5,263-85.8% | $4,510-83.5% | $10,133-92.6% |