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 | $67,879 | $172,111-60.6% | $150,298-54.8% | $137,256-50.5% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 12.96% | 69.37%-56.4pp | 62.79%-49.8pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,337 | $4,636-71.2% | $4,154-67.8% | $4,156-67.8% |
| Participant deferral / active EE | $3,223 | $6,166-47.7% | $5,453-40.9% | $6,407-49.7% |
| Admin fee / account holder | $6,651 | $16,471-59.6% | $14,116-52.9% | $12,270-45.8% |