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 | $62,594 | $70,430-11.1% | $96,572-35.2% | $85,851-27.1% |
| Participation rate | 55.6% | 61.8%-6.3pp | 69.8%-14.3pp | 69.3%-13.8pp |
| Annual return | 21.36% | 18.58%+2.8pp | 37.79%-16.4pp | 318.63%-297.3pp |
| Employer contribution / active EE | $1,200 | $1,413-15.1% | $2,357-49.1% | $2,565-53.2% |
| Participant deferral / active EE | $2,675 | $2,894-7.6% | $3,850-30.5% | $3,952-32.3% |
| Admin fee / account holder | $642 | $4,996-87.1% | $6,183-89.6% | $6,261-89.7% |