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 | $62,892 | $96,731-35.0% | $123,973-49.3% | $86,983-27.7% |
| Participation rate | 62.2% | 70.0%-7.9pp | 76.7%-14.5pp | 69.5%-7.4pp |
| Annual return | 15.54% | 17.33%-1.8pp | 388.13%-372.6pp | 25.83%-10.3pp |
| Employer contribution / active EE | $2,183 | $3,297-33.8% | $4,126-47.1% | $2,584-15.5% |
| Participant deferral / active EE | $3,731 | $4,152-10.1% | $5,247-28.9% | $4,194-11.0% |
| Admin fee / account holder | $3,323 | $8,722-61.9% | $11,799-71.8% | $7,856-57.7% |