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 | $65,160 | $93,346-30.2% | $71,796-9.2% | $273,972-76.2% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.1%-9.1pp | 83.0%-23.0pp |
| Annual return | 10.35% | 130.39%-120.0pp | 78.04%-67.7pp | 41.46%-31.1pp |
| Employer contribution / active EE | $1,335 | $2,733-51.1% | $1,924-30.6% | $4,869-72.6% |
| Participant deferral / active EE | $4,088 | $3,475+17.6% | $2,794+46.3% | $5,287-22.7% |
| Admin fee / account holder | $623 | $6,571-90.5% | $4,815-87.1% | $10,133-93.9% |