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 | $49,976+0.3% | $66,674-24.8% | $82,637-39.4% |
| Participation rate | 69.5% | 63.1%+6.4pp | 73.7%-4.2pp | 68.1%+1.5pp |
| Annual return | 14.67% | 39.09%-24.4pp | 321.24%-306.6pp | 53.51%-38.8pp |
| Employer contribution / active EE | $1,147 | $1,988-42.3% | $2,620-56.2% | $2,552-55.0% |
| Participant deferral / active EE | $2,390 | $2,847-16.0% | $4,084-41.5% | $4,126-42.1% |
| Admin fee / account holder | $6,710 | $4,594+46.1% | $5,098+31.6% | $7,339-8.6% |