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 | $67,871 | $83,369-18.6% | $105,223-35.5% | $67,986-0.2% |
| Participation rate | 52.0% | 56.3%-4.3pp | 75.0%-23.1pp | 57.2%-5.2pp |
| Annual return | 13.66% | 24.64%-11.0pp | 180.65%-167.0pp | 31.67%-18.0pp |
| Employer contribution / active EE | $1,904 | $2,541-25.1% | $3,689-48.4% | $2,019-5.7% |
| Participant deferral / active EE | $2,913 | $3,295-11.6% | $5,072-42.6% | $3,358-13.3% |
| Admin fee / account holder | $434 | $4,073-89.3% | $8,859-95.1% | $3,203-86.4% |