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 | $31,818 | $52,836-39.8% | $105,736-69.9% | $64,173-50.4% |
| Participation rate | 66.7% | 66.5%+0.1pp | 76.3%-9.7pp | 69.6%-2.9pp |
| Annual return | -1.78% | 14.30%-16.1pp | 6.27%-8.1pp | 7.63%-9.4pp |
| Employer contribution / active EE | $3,135 | $1,827+71.6% | $3,268-4.1% | $2,381+31.7% |
| Participant deferral / active EE | $3,007 | $2,545+18.1% | $4,080-26.3% | $3,470-13.3% |
| Admin fee / account holder | $7,255 | $3,959+83.3% | $6,913+5.0% | $4,887+48.5% |