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 | $83,721 | $71,215+17.6% | $93,696-10.6% | $80,935+3.4% |
| Participation rate | 47.2% | 60.4%-13.2pp | 68.7%-21.6pp | 67.7%-20.5pp |
| Annual return | 10.63% | 11.27%-0.6pp | 133.74%-123.1pp | 35.66%-25.0pp |
| Employer contribution / active EE | $698 | $1,565-55.4% | $2,422-71.2% | $2,757-74.7% |
| Participant deferral / active EE | $2,121 | $4,037-47.4% | $4,417-52.0% | $4,299-50.7% |
| Admin fee / account holder | $2,305 | $6,958-66.9% | $8,287-72.2% | $6,924-66.7% |