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 | $67,727 | $45,123+50.1% | $85,240-20.5% | $74,478-9.1% |
| Participation rate | 40.0% | 49.4%-9.4pp | 67.5%-27.5pp | 67.2%-27.2pp |
| Annual return | 13.39% | 26.32%-12.9pp | 66.75%-53.4pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $1,332 | $1,459-8.7% | $2,735-51.3% | $2,626-49.3% |
| Participant deferral / active EE | $2,123 | $2,736-22.4% | $4,527-53.1% | $4,350-51.2% |
| Admin fee / account holder | $3,106 | $2,215+40.3% | $6,165-49.6% | $1,946+59.6% |