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 | $60,723 | $64,324-5.6% | $118,914-48.9% | $79,856-24.0% |
| Participation rate | 64.3% | 64.9%-0.6pp | 75.4%-11.1pp | 69.6%-5.4pp |
| Annual return | 17.26% | 86.45%-69.2pp | 35.89%-18.6pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,158 | $1,836-37.0% | $3,264-64.5% | $2,471-53.2% |
| Participant deferral / active EE | $4,131 | $2,824+46.3% | $4,266-3.2% | $3,741+10.4% |
| Admin fee / account holder | $1,037 | $4,040-74.3% | $6,582-84.3% | $5,306-80.5% |