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 | $66,863 | $73,978-9.6% | $96,515-30.7% | $75,173-11.1% |
| Participation rate | 40.5% | 66.4%-25.9pp | 74.3%-33.8pp | 67.2%-26.7pp |
| Annual return | 15.93% | 26.72%-10.8pp | 35.73%-19.8pp | 160.72%-144.8pp |
| Employer contribution / active EE | $1,059 | $2,931-63.9% | $3,740-71.7% | $2,671-60.4% |
| Participant deferral / active EE | $2,673 | $3,660-27.0% | $4,880-45.2% | $4,126-35.2% |
| Admin fee / account holder | $11,134 | $5,219+113.4% | $6,735+65.3% | $5,651+97.0% |