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 | $56,306 | $55,457+1.5% | $77,361-27.2% | $94,015-40.1% |
| Participation rate | 52.7% | 69.8%-17.1pp | 75.0%-22.3pp | 70.8%-18.1pp |
| Annual return | 12.45% | 15.57%-3.1pp | 1011.54%-999.1pp | 17.84%-5.4pp |
| Employer contribution / active EE | $1,583 | $2,255-29.8% | $2,990-47.0% | $2,790-43.2% |
| Participant deferral / active EE | $1,527 | $3,069-50.2% | $3,911-61.0% | $4,249-64.1% |
| Admin fee / account holder | $1,177 | $4,334-72.8% | $5,894-80.0% | $8,951-86.8% |