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 | $61,210 | $140,592-56.5% | $123,105-50.3% | $125,389-51.2% |
| Participation rate | 50.0% | 88.2%-38.2pp | 86.8%-36.8pp | 83.2%-33.2pp |
| Annual return | -0.85% | 16.80%-17.6pp | 13.22%-14.1pp | 282.24%-283.1pp |
| Employer contribution / active EE | $3,739 | $6,041-38.1% | $5,151-27.4% | $4,866-23.2% |
| Participant deferral / active EE | $12,988 | $6,980+86.1% | $6,229+108.5% | $5,352+142.7% |
| Admin fee / account holder | $1,308 | $11,198-88.3% | $9,014-85.5% | $9,541-86.3% |