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 | $50,118 | $51,638-2.9% | $68,368-26.7% | $82,448-39.2% |
| Participation rate | 69.5% | 63.6%+5.9pp | 73.8%-4.2pp | 68.1%+1.4pp |
| Annual return | 14.67% | 37.53%-22.9pp | 292.57%-277.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,147 | $2,047-43.9% | $2,649-56.7% | $2,551-55.0% |
| Participant deferral / active EE | $2,390 | $2,914-18.0% | $4,123-42.0% | $4,139-42.3% |
| Admin fee / account holder | $6,710 | $4,643+44.5% | $5,150+30.3% | $7,234-7.3% |