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 | $68,650 | $88,672-22.6% | $105,223-34.8% | $82,448-16.7% |
| Participation rate | 64.4% | 67.9%-3.5pp | 75.0%-10.6pp | 68.1%-3.6pp |
| Annual return | 17.11% | 30.86%-13.7pp | 180.65%-163.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,442 | $3,048-19.9% | $3,689-33.8% | $2,551-4.3% |
| Participant deferral / active EE | $4,860 | $4,036+20.4% | $5,072-4.2% | $4,139+17.4% |
| Admin fee / account holder | $3,529 | $7,146-50.6% | $8,859-60.2% | $7,234-51.2% |