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 | $67,799 | $78,690-13.8% | $161,489-58.0% | $87,485-22.5% |
| Participation rate | 64.0% | 67.5%-3.5pp | 78.7%-14.7pp | 68.9%-4.9pp |
| Annual return | 17.66% | 32.74%-15.1pp | 89.72%-72.1pp | 26.06%-8.4pp |
| Employer contribution / active EE | $2,494 | $2,588-3.6% | $4,268-41.6% | $2,596-3.9% |
| Participant deferral / active EE | $4,104 | $3,311+23.9% | $5,630-27.1% | $4,274-4.0% |
| Admin fee / account holder | $4,231 | $6,724-37.1% | $16,006-73.6% | $7,775-45.6% |