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 | $57,273 | $63,703-10.1% | $93,063-38.5% | $82,448-30.5% |
| Participation rate | 52.0% | 63.8%-11.8pp | 72.1%-20.1pp | 68.1%-16.1pp |
| Annual return | 14.99% | -775.43%+790.4pp | 34.15%-19.2pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,018 | $1,729-41.1% | $2,476-58.9% | $2,551-60.1% |
| Participant deferral / active EE | $3,020 | $2,919+3.5% | $3,958-23.7% | $4,139-27.0% |
| Admin fee / account holder | $944 | $5,982-84.2% | $6,033-84.4% | $7,234-87.0% |