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 | $68,039 | $69,977-2.8% | $108,582-37.3% | $62,881+8.2% |
| Participation rate | 34.3% | 72.9%-38.6pp | 79.6%-45.3pp | 69.3%-35.0pp |
| Annual return | 16.54% | 10.73%+5.8pp | -51.70%+68.2pp | 20.14%-3.6pp |
| Employer contribution / active EE | $1,657 | $2,135-22.4% | $3,758-55.9% | $2,281-27.4% |
| Participant deferral / active EE | $2,717 | $3,165-14.2% | $4,311-37.0% | $3,203-15.2% |
| Admin fee / account holder | $4,409 | $5,076-13.1% | $7,645-42.3% | $4,296+2.6% |