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 | $58,739 | $73,787-20.4% | $98,716-40.5% | $82,448-28.8% |
| Participation rate | 66.2% | 61.4%+4.8pp | 69.3%-3.1pp | 68.1%-1.8pp |
| Annual return | 117.04% | 18.57%+98.5pp | 31.81%+85.2pp | 41.64%+75.4pp |
| Employer contribution / active EE | $1,404 | $1,511-7.1% | $2,279-38.4% | $2,551-45.0% |
| Participant deferral / active EE | $2,927 | $3,081-5.0% | $4,048-27.7% | $4,139-29.3% |
| Admin fee / account holder | $2,771 | $6,500-57.4% | $8,703-68.2% | $7,234-61.7% |