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 | $68,454 | $63,703+7.5% | $93,063-26.4% | $82,448-17.0% |
| Participation rate | 64.3% | 63.8%+0.5pp | 72.1%-7.8pp | 68.1%-3.8pp |
| Annual return | 21.46% | -775.43%+796.9pp | 34.15%-12.7pp | 41.64%-20.2pp |
| Employer contribution / active EE | $1,256 | $1,729-27.4% | $2,476-49.3% | $2,551-50.8% |
| Participant deferral / active EE | $3,438 | $2,919+17.8% | $3,958-13.1% | $4,139-16.9% |
| Admin fee / account holder | $2,750 | $5,982-54.0% | $6,033-54.4% | $7,234-62.0% |