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 | $82,927 | $72,177+14.9% | $115,037-27.9% | $59,633+39.1% |
| Participation rate | 64.1% | 72.6%-8.4pp | 81.4%-17.3pp | 68.7%-4.6pp |
| Annual return | -1.29% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.40%-2042.7pp |
| Employer contribution / active EE | $2,833 | $2,841-0.3% | $4,608-38.5% | $2,203+28.6% |
| Participant deferral / active EE | $7,215 | $4,783+50.9% | $6,026+19.7% | $3,192+126.1% |
| Admin fee / account holder | $2,287 | $4,927-53.6% | $8,175-72.0% | $4,297-46.8% |