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 | $61,816 | $65,027-4.9% | $90,970-32.0% | $79,852-22.6% |
| Participation rate | 65.9% | 61.6%+4.3pp | 69.0%-3.1pp | 69.6%-3.7pp |
| Annual return | 14.89% | 30.45%-15.6pp | 134.58%-119.7pp | 31.72%-16.8pp |
| Employer contribution / active EE | $943 | $1,247-24.4% | $2,122-55.6% | $2,471-61.8% |
| Participant deferral / active EE | $3,291 | $2,512+31.0% | $3,373-2.4% | $3,740-12.0% |
| Admin fee / account holder | $766 | $4,535-83.1% | $5,960-87.2% | $5,306-85.6% |