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 | $82,654 | $116,462-29.0% | $101,347-18.4% | $116,462-29.0% |
| Participation rate | 60.7% | 74.7%-14.0pp | 71.9%-11.2pp | 74.7%-14.0pp |
| Annual return | 20.06% | 15.65%+4.4pp | -44.15%+64.2pp | 15.65%+4.4pp |
| Employer contribution / active EE | $1,071 | $3,231-66.8% | $1,685-36.4% | $3,231-66.8% |
| Participant deferral / active EE | $1,995 | $3,836-48.0% | $2,328-14.3% | $3,836-48.0% |
| Admin fee / account holder | $2,668 | $12,754-79.1% | $3,532-24.5% | $12,754-79.1% |