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 | $54,690 | $48,284+13.3% | $67,524-19.0% | $80,911-32.4% |
| Participation rate | 69.6% | 66.4%+3.2pp | 72.9%-3.3pp | 67.6%+1.9pp |
| Annual return | 11.27% | 18.27%-7.0pp | 3519.41%-3508.1pp | 35.63%-24.4pp |
| Employer contribution / active EE | $1,623 | $2,021-19.7% | $2,734-40.6% | $2,756-41.1% |
| Participant deferral / active EE | $3,267 | $2,927+11.6% | $4,001-18.3% | $4,297-24.0% |
| Admin fee / account holder | $9,013 | $3,688+144.4% | $4,001+125.3% | $6,935+30.0% |