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 | $78,355 | $67,411+16.2% | $91,004-13.9% | $70,126+11.7% |
| Participation rate | 47.7% | 71.4%-23.6pp | 75.6%-27.9pp | 69.5%-21.8pp |
| Annual return | 14.94% | -40.16%+55.1pp | 4.60%+10.3pp | 73.15%-58.2pp |
| Employer contribution / active EE | $1,339 | $1,786-25.0% | $2,456-45.5% | $2,343-42.8% |
| Participant deferral / active EE | $2,275 | $2,823-19.4% | $3,548-35.9% | $3,332-31.7% |
| Admin fee / account holder | $4,979 | $4,236+17.5% | $5,417-8.1% | $4,645+7.2% |