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 | $48,432 | $52,884-8.4% | $84,753-42.9% | $55,167-12.2% |
| Participation rate | 64.7% | 67.5%-2.8pp | 76.6%-11.9pp | 69.0%-4.3pp |
| Annual return | 9.60% | 18.03%-8.4pp | 22.78%-13.2pp | 169.23%-159.6pp |
| Employer contribution / active EE | $1,118 | $2,233-49.9% | $3,574-68.7% | $1,963-43.0% |
| Participant deferral / active EE | $1,708 | $2,644-35.4% | $3,712-54.0% | $3,054-44.1% |
| Admin fee / account holder | $1,025 | $581+76.5% | $5,333-80.8% | $504+103.4% |