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 | $40,054 | $46,732-14.3% | $156,551-74.4% | $55,167-27.4% |
| Participation rate | 63.1% | 65.8%-2.7pp | 84.0%-20.9pp | 69.0%-5.9pp |
| Annual return | 7.87% | 17.72%-9.8pp | 32.23%-24.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $1,668 | $2,105-20.8% | $5,501-69.7% | $1,963-15.0% |
| Participant deferral / active EE | $2,219 | $2,204+0.7% | $4,871-54.4% | $3,054-27.3% |
| Admin fee / account holder | $1,320 | $418+215.5% | $13,028-89.9% | $504+162.0% |