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 | $68,732 | $80,705-14.8% | $115,768-40.6% | $67,986+1.1% |
| Participation rate | 53.4% | 63.0%-9.5pp | 74.4%-21.0pp | 57.2%-3.8pp |
| Annual return | 17.99% | 18.49%-0.5pp | 100.46%-82.5pp | 31.67%-13.7pp |
| Employer contribution / active EE | $835 | $2,046-59.2% | $2,940-71.6% | $2,019-58.7% |
| Participant deferral / active EE | $1,916 | $3,559-46.2% | $4,917-61.0% | $3,358-42.9% |
| Admin fee / account holder | $1,533 | $4,135-62.9% | $12,439-87.7% | $3,203-52.2% |