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 | $71,075 | $48,364+47.0% | $71,796-1.0% | $62,881+13.0% |
| Participation rate | 48.3% | 60.6%-12.3pp | 69.1%-20.8pp | 69.3%-21.0pp |
| Annual return | 8.84% | 13.16%-4.3pp | 78.04%-69.2pp | 20.14%-11.3pp |
| Employer contribution / active EE | $439 | $1,042-57.9% | $1,924-77.2% | $2,281-80.8% |
| Participant deferral / active EE | $1,080 | $2,091-48.3% | $2,794-61.3% | $3,203-66.3% |
| Admin fee / account holder | $2,681 | $3,771-28.9% | $4,815-44.3% | $4,296-37.6% |