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 | $68,188 | $71,230-4.3% | $93,727-27.2% | $80,959-15.8% |
| Participation rate | 48.0% | 60.4%-12.4pp | 68.7%-20.7pp | 67.7%-19.7pp |
| Annual return | 11.87% | 11.26%+0.6pp | 133.83%-122.0pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,398 | $1,565-10.7% | $2,421-42.2% | $2,757-49.3% |
| Participant deferral / active EE | $2,847 | $4,037-29.5% | $4,417-35.5% | $4,300-33.8% |
| Admin fee / account holder | $2,628 | $6,961-62.2% | $8,292-68.3% | $6,925-62.1% |