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 | $58,087 | $65,084-10.8% | $67,681-14.2% | $64,340-9.7% |
| Participation rate | 44.2% | 66.7%-22.6pp | 73.7%-29.6pp | 55.2%-11.1pp |
| Annual return | 13.08% | 20.50%-7.4pp | 590.58%-577.5pp | 24.14%-11.1pp |
| Employer contribution / active EE | $1,096 | $2,398-54.3% | $2,678-59.1% | $1,862-41.1% |
| Participant deferral / active EE | $2,385 | $3,210-25.7% | $3,976-40.0% | $2,980-20.0% |
| Admin fee / account holder | $1,204 | $1,415-14.9% | $6,100-80.3% | $3,703-67.5% |