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 | $57,960 | $58,311-0.6% | $81,882-29.2% | $80,959-28.4% |
| Participation rate | 62.9% | 63.5%-0.6pp | 72.4%-9.5pp | 67.7%-4.8pp |
| Annual return | 13.34% | 41.85%-28.5pp | 779.47%-766.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $2,619 | $2,347+11.6% | $2,916-10.2% | $2,757-5.0% |
| Participant deferral / active EE | $1,391 | $3,287-57.7% | $4,323-67.8% | $4,300-67.7% |
| Admin fee / account holder | $1,972 | $4,752-58.5% | $7,360-73.2% | $6,925-71.5% |