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 | $60,463 | $69,977-13.6% | $108,582-44.3% | $62,881-3.8% |
| Participation rate | 63.0% | 72.9%-9.9pp | 79.6%-16.6pp | 69.3%-6.3pp |
| Annual return | 6.46% | 10.73%-4.3pp | -51.70%+58.2pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,540 | $2,135-27.9% | $3,758-59.0% | $2,281-32.5% |
| Participant deferral / active EE | $2,528 | $3,165-20.1% | $4,311-41.3% | $3,203-21.1% |
| Admin fee / account holder | $2,146 | $5,076-57.7% | $7,645-71.9% | $4,296-50.1% |