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 | $59,468 | $67,411-11.8% | $91,004-34.7% | $70,126-15.2% |
| Participation rate | 58.1% | 71.4%-13.2pp | 75.6%-17.5pp | 69.5%-11.4pp |
| Annual return | 14.99% | -40.16%+55.2pp | 4.60%+10.4pp | 73.15%-58.2pp |
| Employer contribution / active EE | $873 | $1,786-51.1% | $2,456-64.5% | $2,343-62.7% |
| Participant deferral / active EE | $3,995 | $2,823+41.5% | $3,548+12.6% | $3,332+19.9% |
| Admin fee / account holder | $1,003 | $4,236-76.3% | $5,417-81.5% | $4,645-78.4% |