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 | $45,126+50.1% | $85,187-20.5% | $74,459-9.0% |
| Participation rate | 40.0% | 49.4%-9.4pp | 67.5%-27.5pp | 67.2%-27.2pp |
| Annual return | 13.39% | 26.30%-12.9pp | 66.67%-53.3pp | 1369.70%-1356.3pp |
| Employer contribution / active EE | $1,332 | $1,460-8.8% | $2,732-51.3% | $2,626-49.3% |
| Participant deferral / active EE | $2,123 | $2,738-22.5% | $4,525-53.1% | $4,350-51.2% |
| Admin fee / account holder | $3,106 | $2,212+40.4% | $6,162-49.6% | $1,945+59.7% |