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 | $66,736 | $71,215-6.3% | $93,696-28.8% | $80,935-17.5% |
| Participation rate | 51.3% | 60.4%-9.1pp | 68.7%-17.4pp | 67.7%-16.4pp |
| Annual return | 14.38% | 11.27%+3.1pp | 133.74%-119.4pp | 35.66%-21.3pp |
| Employer contribution / active EE | $1,595 | $1,565+1.9% | $2,422-34.2% | $2,757-42.2% |
| Participant deferral / active EE | $3,637 | $4,037-9.9% | $4,417-17.6% | $4,299-15.4% |
| Admin fee / account holder | $3,565 | $6,958-48.8% | $8,287-57.0% | $6,924-48.5% |