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 | $71,827 | $93,346-23.1% | $71,7960% | $273,972-73.8% |
| Participation rate | 53.8% | 76.5%-22.7pp | 69.1%-15.3pp | 83.0%-29.2pp |
| Annual return | 5.27% | 130.39%-125.1pp | 78.04%-72.8pp | 41.46%-36.2pp |
| Employer contribution / active EE | $1,388 | $2,733-49.2% | $1,924-27.9% | $4,869-71.5% |
| Participant deferral / active EE | $5,235 | $3,475+50.6% | $2,794+87.3% | $5,287-1.0% |
| Admin fee / account holder | $1,143 | $6,571-82.6% | $4,815-76.3% | $10,133-88.7% |