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 | $44,688 | $48,053-7.0% | $84,637-47.2% | $72,976-38.8% |
| Participation rate | 67.1% | 57.6%+9.5pp | 68.2%-1.1pp | 69.5%-2.4pp |
| Annual return | 22.33% | 37.39%-15.1pp | 258.82%-236.5pp | 81.02%-58.7pp |
| Employer contribution / active EE | $1,415 | $1,602-11.6% | $2,653-46.7% | $2,440-42.0% |
| Participant deferral / active EE | $4,498 | $2,681+67.8% | $3,900+15.3% | $3,608+24.7% |
| Admin fee / account holder | $2,945 | $3,395-13.3% | $4,914-40.1% | $5,124-42.5% |