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 | $56,196 | $117,846-52.3% | $102,434-45.1% | $145,884-61.5% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 13.33% | 31.90%-18.6pp | 29.46%-16.1pp | 551.85%-538.5pp |
| Employer contribution / active EE | $2,465 | $3,615-31.8% | $3,023-18.5% | $4,662-47.1% |
| Participant deferral / active EE | $3,288 | $5,733-42.7% | $5,055-35.0% | $6,690-50.8% |
| Admin fee / account holder | $9,521 | $13,356-28.7% | $9,462+0.6% | $13,392-28.9% |