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 | $68,266 | $48,364+41.2% | $71,796-4.9% | $62,881+8.6% |
| Participation rate | 55.8% | 60.6%-4.8pp | 69.1%-13.3pp | 69.3%-13.5pp |
| Annual return | 7.95% | 13.16%-5.2pp | 78.04%-70.1pp | 20.14%-12.2pp |
| Employer contribution / active EE | $186 | $1,042-82.2% | $1,924-90.3% | $2,281-91.9% |
| Participant deferral / active EE | $1,728 | $2,091-17.4% | $2,794-38.2% | $3,203-46.0% |
| Admin fee / account holder | $8,557 | $3,771+126.9% | $4,815+77.7% | $4,296+99.2% |