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 | $65,796 | $61,356+7.2% | $149,696-56.0% | $71,511-8.0% |
| Participation rate | 56.6% | 62.5%-5.9pp | 78.8%-22.2pp | 67.9%-11.3pp |
| Annual return | 15.78% | 35.86%-20.1pp | 134.46%-118.7pp | 28.86%-13.1pp |
| Employer contribution / active EE | $1,166 | $2,382-51.0% | $4,821-75.8% | $2,589-55.0% |
| Participant deferral / active EE | $2,189 | $2,920-25.0% | $5,682-61.5% | $4,291-49.0% |
| Admin fee / account holder | $6,201 | $1,263+390.9% | $13,212-53.1% | $1,588+290.4% |