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 | $67,024 | $87,037-23.0% | $106,201-36.9% | $80,874-17.1% |
| Participation rate | 60.2% | 70.4%-10.2pp | 75.3%-15.0pp | 67.6%-7.4pp |
| Annual return | 11.04% | 17.05%-6.0pp | 116.26%-105.2pp | 35.62%-24.6pp |
| Employer contribution / active EE | $2,376 | $2,396-0.8% | $3,170-25.0% | $2,756-13.8% |
| Participant deferral / active EE | $3,177 | $3,986-20.3% | $5,012-36.6% | $4,297-26.1% |
| Admin fee / account holder | $2,166 | $8,434-74.3% | $11,039-80.4% | $6,935-68.8% |