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 | $73,259 | $78,707-6.9% | $117,861-37.8% | $70,126+4.5% |
| Participation rate | 65.0% | 73.2%-8.2pp | 79.7%-14.7pp | 69.5%-4.5pp |
| Annual return | 17.86% | 23.30%-5.4pp | 335.11%-317.2pp | 73.15%-55.3pp |
| Employer contribution / active EE | $1,663 | $2,223-25.2% | $3,786-56.1% | $2,343-29.0% |
| Participant deferral / active EE | $3,740 | $3,297+13.4% | $4,482-16.6% | $3,332+12.3% |
| Admin fee / account holder | $693 | $5,066-86.3% | $8,021-91.4% | $4,645-85.1% |