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 | $79,154 | $71,230+11.1% | $93,727-15.5% | $80,959-2.2% |
| Participation rate | 60.7% | 60.4%+0.3pp | 68.7%-8.0pp | 67.7%-7.0pp |
| Annual return | 10.80% | 11.26%-0.5pp | 133.83%-123.0pp | 35.67%-24.9pp |
| Employer contribution / active EE | $799 | $1,565-48.9% | $2,421-67.0% | $2,757-71.0% |
| Participant deferral / active EE | $3,661 | $4,037-9.3% | $4,417-17.1% | $4,300-14.9% |
| Admin fee / account holder | $1,339 | $6,961-80.8% | $8,292-83.8% | $6,925-80.7% |