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 | $81,389 | $81,276+0.1% | $155,574-47.7% | $80,925+0.6% |
| Participation rate | 60.4% | 66.2%-5.8pp | 78.2%-17.8pp | 67.7%-7.2pp |
| Annual return | 23.40% | 33.36%-10.0pp | 64.87%-41.5pp | 35.65%-12.2pp |
| Employer contribution / active EE | $1,685 | $3,103-45.7% | $4,676-64.0% | $2,756-38.9% |
| Participant deferral / active EE | $3,437 | $3,453-0.5% | $5,629-38.9% | $4,299-20.0% |
| Admin fee / account holder | $6,539 | $7,993-18.2% | $15,914-58.9% | $6,940-5.8% |