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 | $52,348 | $81,208-35.5% | $98,920-47.1% | $79,856-34.4% |
| Participation rate | 67.9% | 72.5%-4.6pp | 76.0%-8.2pp | 69.6%-1.8pp |
| Annual return | 21.25% | 60.99%-39.7pp | 196.47%-175.2pp | 31.71%-10.5pp |
| Employer contribution / active EE | $1,668 | $1,960-14.9% | $2,689-38.0% | $2,471-32.5% |
| Participant deferral / active EE | $3,317 | $3,265+1.6% | $4,245-21.9% | $3,741-11.3% |
| Admin fee / account holder | $2,099 | $6,013-65.1% | $6,643-68.4% | $5,306-60.4% |