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 | $78,388 | $77,908+0.6% | $149,696-47.6% | $75,173+4.3% |
| Participation rate | 43.8% | 65.6%-21.8pp | 78.8%-35.0pp | 67.2%-23.5pp |
| Annual return | 15.41% | 31.73%-16.3pp | 134.46%-119.0pp | 160.72%-145.3pp |
| Employer contribution / active EE | $440 | $3,138-86.0% | $4,821-90.9% | $2,671-83.5% |
| Participant deferral / active EE | $2,529 | $3,411-25.8% | $5,682-55.5% | $4,126-38.7% |
| Admin fee / account holder | $3,829 | $5,950-35.6% | $13,212-71.0% | $5,651-32.2% |