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 | $46,932 | $48,364-3.0% | $71,796-34.6% | $62,881-25.4% |
| Participation rate | 69.0% | 60.6%+8.4pp | 69.1%-0.1pp | 69.3%-0.3pp |
| Annual return | 6.79% | 13.16%-6.4pp | 78.04%-71.3pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,569 | $1,042+50.6% | $1,924-18.4% | $2,281-31.2% |
| Participant deferral / active EE | $2,877 | $2,091+37.6% | $2,794+2.9% | $3,203-10.2% |
| Admin fee / account holder | $3,885 | $3,771+3.0% | $4,815-19.3% | $4,296-9.6% |