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 | $73,936 | $48,364+52.9% | $71,796+3.0% | $62,881+17.6% |
| Participation rate | 55.3% | 60.6%-5.3pp | 69.1%-13.8pp | 69.3%-14.0pp |
| Annual return | 6.81% | 13.16%-6.3pp | 78.04%-71.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $238 | $1,042-77.1% | $1,924-87.6% | $2,281-89.6% |
| Participant deferral / active EE | $2,987 | $2,091+42.8% | $2,794+6.9% | $3,203-6.8% |
| Admin fee / account holder | $2,471 | $3,771-34.5% | $4,815-48.7% | $4,296-42.5% |