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 | $66,896 | $93,345-28.3% | $119,126-43.8% | $87,485-23.5% |
| Participation rate | 44.0% | 68.7%-24.7pp | 75.8%-31.8pp | 68.9%-24.9pp |
| Annual return | 15.22% | 19.08%-3.9pp | 282.11%-266.9pp | 26.06%-10.8pp |
| Employer contribution / active EE | $1,374 | $3,172-56.7% | $4,034-65.9% | $2,596-47.1% |
| Participant deferral / active EE | $2,316 | $4,099-43.5% | $5,318-56.4% | $4,274-45.8% |
| Admin fee / account holder | $9,007 | $8,039+12.0% | $10,693-15.8% | $7,775+15.8% |