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 | $56,657 | $89,259-36.5% | $107,187-47.1% | $82,637-31.4% |
| Participation rate | 63.3% | 67.9%-4.6pp | 75.0%-11.7pp | 68.1%-4.7pp |
| Annual return | 18.97% | 21.02%-2.1pp | 204.55%-185.6pp | 53.51%-34.5pp |
| Employer contribution / active EE | $1,099 | $3,080-64.3% | $3,782-71.0% | $2,552-56.9% |
| Participant deferral / active EE | $2,548 | $4,037-36.9% | $5,096-50.0% | $4,126-38.3% |
| Admin fee / account holder | $321 | $7,381-95.7% | $9,162-96.5% | $7,339-95.6% |