Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $68,485 | $51,638+32.6% | $68,368+0.2% | $82,448-16.9% |
| Participation rate | 66.2% | 63.6%+2.6pp | 73.8%-7.6pp | 68.1%-1.9pp |
| Annual return | 15.48% | 37.53%-22.1pp | 292.57%-277.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,328 | $2,047-35.1% | $2,649-49.9% | $2,551-48.0% |
| Participant deferral / active EE | $3,381 | $2,914+16.0% | $4,123-18.0% | $4,139-18.3% |
| Admin fee / account holder | $2,693 | $4,643-42.0% | $5,150-47.7% | $7,234-62.8% |