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 | $73,558 | $88,672-17.0% | $105,223-30.1% | $82,448-10.8% |
| Participation rate | 52.1% | 67.9%-15.8pp | 75.0%-23.0pp | 68.1%-16.0pp |
| Annual return | 21.00% | 30.86%-9.9pp | 180.65%-159.7pp | 41.64%-20.6pp |
| Employer contribution / active EE | $1,653 | $3,048-45.8% | $3,689-55.2% | $2,551-35.2% |
| Participant deferral / active EE | $2,816 | $4,036-30.2% | $5,072-44.5% | $4,139-32.0% |
| Admin fee / account holder | $2,003 | $7,146-72.0% | $8,859-77.4% | $7,234-72.3% |