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 | $70,186 | $55,902+25.6% | $76,030-7.7% | $80,959-13.3% |
| Participation rate | 57.6% | 62.1%-4.4pp | 69.1%-11.4pp | 67.7%-10.0pp |
| Annual return | 13.59% | 20.59%-7.0pp | 361.54%-347.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $1,619 | $1,867-13.3% | $2,688-39.8% | $2,757-41.3% |
| Participant deferral / active EE | $4,547 | $3,051+49.1% | $4,257+6.8% | $4,300+5.7% |
| Admin fee / account holder | $307 | $5,239-94.1% | $6,421-95.2% | $6,925-95.6% |