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 | $54,533 | $58,848-7.3% | $88,179-38.2% | $82,637-34.0% |
| Participation rate | 69.2% | 57.9%+11.3pp | 69.1%+0.1pp | 68.1%+1.2pp |
| Annual return | 15.30% | 22.76%-7.5pp | 64.97%-49.7pp | 53.51%-38.2pp |
| Employer contribution / active EE | $1,241 | $1,678-26.1% | $2,549-51.3% | $2,552-51.4% |
| Participant deferral / active EE | $1,773 | $3,124-43.3% | $4,614-61.6% | $4,126-57.0% |
| Admin fee / account holder | $6,632 | $4,795+38.3% | $7,673-13.6% | $7,339-9.6% |