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 | $74,743 | $71,197+5.0% | $93,669-20.2% | $80,925-7.6% |
| Participation rate | 40.9% | 60.4%-19.5pp | 68.7%-27.8pp | 67.7%-26.7pp |
| Annual return | 13.44% | 11.27%+2.2pp | 133.59%-120.2pp | 35.65%-22.2pp |
| Employer contribution / active EE | $1,045 | $1,565-33.2% | $2,424-56.9% | $2,756-62.1% |
| Participant deferral / active EE | $1,997 | $4,036-50.5% | $4,416-54.8% | $4,299-53.5% |
| Admin fee / account holder | $831 | $6,959-88.1% | $8,291-90.0% | $6,940-88.0% |