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 | $67,080 | $131,167-48.9% | $161,057-58.4% | $131,167-48.9% |
| Participation rate | 63.3% | 70.6%-7.3pp | 85.1%-21.8pp | 70.6%-7.3pp |
| Annual return | 16.84% | 14.69%+2.1pp | 27443.08%-27426.2pp | 14.69%+2.1pp |
| Employer contribution / active EE | $1,224 | $3,654-66.5% | $2,896-57.7% | $3,654-66.5% |
| Participant deferral / active EE | $3,174 | $4,079-22.2% | $4,981-36.3% | $4,079-22.2% |
| Admin fee / account holder | $3,765 | $12,045-68.7% | $7,385-49.0% | $12,045-68.7% |