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 | $50,982 | $48,364+5.4% | $71,796-29.0% | $62,881-18.9% |
| Participation rate | 52.9% | 60.6%-7.7pp | 69.1%-16.2pp | 69.3%-16.4pp |
| Annual return | 7.21% | 13.16%-5.9pp | 78.04%-70.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,138 | $1,042+9.2% | $1,924-40.9% | $2,281-50.1% |
| Participant deferral / active EE | $2,443 | $2,091+16.8% | $2,794-12.6% | $3,203-23.7% |
| Admin fee / account holder | $363 | $3,771-90.4% | $4,815-92.5% | $4,296-91.5% |