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 | $50,802 | $71,230-28.7% | $93,727-45.8% | $80,959-37.2% |
| Participation rate | 60.0% | 60.4%-0.4pp | 68.7%-8.7pp | 67.7%-7.7pp |
| Annual return | 11.92% | 11.26%+0.7pp | 133.83%-121.9pp | 35.67%-23.7pp |
| Employer contribution / active EE | $1,519 | $1,565-2.9% | $2,421-37.3% | $2,757-44.9% |
| Participant deferral / active EE | $3,029 | $4,037-25.0% | $4,417-31.4% | $4,300-29.6% |
| Admin fee / account holder | $2,183 | $6,961-68.6% | $8,292-73.7% | $6,925-68.5% |