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 | $61,700 | $51,638+19.5% | $129,406-52.3% | $80,959-23.8% |
| Participation rate | 56.7% | 56.9%-0.2pp | 69.6%-12.9pp | 67.7%-11.0pp |
| Annual return | 12.32% | 20.78%-8.5pp | 9468.18%-9455.9pp | 35.67%-23.4pp |
| Employer contribution / active EE | $1,637 | $1,584+3.4% | $4,155-60.6% | $2,757-40.6% |
| Participant deferral / active EE | $2,804 | $2,670+5.0% | $4,167-32.7% | $4,300-34.8% |
| Admin fee / account holder | $9,248 | $4,313+114.4% | $7,689+20.3% | $6,925+33.5% |