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 | $66,180 | $70,435-6.0% | $96,575-31.5% | $85,856-22.9% |
| Participation rate | 55.6% | 61.8%-6.3pp | 69.8%-14.3pp | 69.3%-13.8pp |
| Annual return | 12.96% | 18.59%-5.6pp | 37.79%-24.8pp | 318.58%-305.6pp |
| Employer contribution / active EE | $1,269 | $1,413-10.2% | $2,357-46.2% | $2,565-50.5% |
| Participant deferral / active EE | $2,733 | $2,894-5.6% | $3,849-29.0% | $3,952-30.8% |
| Admin fee / account holder | $503 | $4,997-89.9% | $6,182-91.9% | $6,261-92.0% |