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 | $67,483 | $73,978-8.8% | $96,515-30.1% | $75,173-10.2% |
| Participation rate | 45.3% | 66.4%-21.1pp | 74.3%-29.0pp | 67.2%-21.9pp |
| Annual return | 18.42% | 26.72%-8.3pp | 35.73%-17.3pp | 160.72%-142.3pp |
| Employer contribution / active EE | $3,449 | $2,931+17.7% | $3,740-7.8% | $2,671+29.1% |
| Participant deferral / active EE | $2,662 | $3,660-27.3% | $4,880-45.4% | $4,126-35.5% |
| Admin fee / account holder | $4,087 | $5,219-21.7% | $6,735-39.3% | $5,651-27.7% |