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 | $76,149 | $78,428-2.9% | $95,960-20.6% | $79,852-4.6% |
| Participation rate | 39.6% | 73.5%-33.9pp | 77.1%-37.5pp | 69.6%-30.0pp |
| Annual return | 17.11% | 19.37%-2.3pp | 91.63%-74.5pp | 31.72%-14.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,035 | $3,440-11.8% | $4,167-27.1% | $3,740-18.8% |
| Admin fee / account holder | $6,232 | $5,622+10.8% | $6,797-8.3% | $5,306+17.4% |