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 | $64,236 | $68,586-6.3% | $120,380-46.6% | $80,911-20.6% |
| Participation rate | 64.0% | 61.6%+2.4pp | 71.9%-7.9pp | 67.6%-3.6pp |
| Annual return | 13.44% | 23.62%-10.2pp | 107.28%-93.8pp | 35.63%-22.2pp |
| Employer contribution / active EE | $1,505 | $2,053-26.7% | $3,465-56.6% | $2,756-45.4% |
| Participant deferral / active EE | $2,212 | $3,174-30.3% | $4,992-55.7% | $4,297-48.5% |
| Admin fee / account holder | $850 | $5,733-85.2% | $9,421-91.0% | $6,935-87.7% |