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 | $82,805 | $77,816+6.4% | $123,552-33.0% | $64,173+29.0% |
| Participation rate | 68.3% | 74.7%-6.4pp | 82.3%-14.0pp | 69.6%-1.3pp |
| Annual return | 0.16% | 12.49%-12.3pp | 119.20%-119.0pp | 7.63%-7.5pp |
| Employer contribution / active EE | $3,225 | $3,014+7.0% | $4,628-30.3% | $2,381+35.5% |
| Participant deferral / active EE | $7,823 | $5,240+49.3% | $6,426+21.8% | $3,470+125.5% |
| Admin fee / account holder | $2,089 | $5,519-62.2% | $9,285-77.5% | $4,887-57.3% |