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 | $67,649 | $73,107-7.5% | $114,563-41.0% | $87,485-22.7% |
| Participation rate | 58.3% | 65.8%-7.4pp | 72.9%-14.6pp | 68.9%-10.6pp |
| Annual return | 14.73% | 19.47%-4.7pp | 241.09%-226.4pp | 26.06%-11.3pp |
| Employer contribution / active EE | $3,352 | $1,881+78.2% | $2,592+29.3% | $2,596+29.1% |
| Participant deferral / active EE | $3,353 | $3,144+6.7% | $4,142-19.0% | $4,274-21.5% |
| Admin fee / account holder | $2,183 | $5,770-62.2% | $7,623-71.4% | $7,775-71.9% |