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 | $69,639 | $65,367+6.5% | $92,915-25.1% | $72,976-4.6% |
| Participation rate | 25.0% | 68.3%-43.3pp | 76.0%-51.0pp | 69.5%-44.5pp |
| Annual return | 24.06% | 42.11%-18.1pp | 109.45%-85.4pp | 81.02%-57.0pp |
| Employer contribution / active EE | $1,167 | $2,594-55.0% | $3,653-68.1% | $2,440-52.2% |
| Participant deferral / active EE | $2,426 | $3,128-22.5% | $4,238-42.8% | $3,608-32.8% |
| Admin fee / account holder | $5,379 | $4,251+26.5% | $5,796-7.2% | $5,124+5.0% |