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 | $110,820 | $65,704+68.7% | $94,229+17.6% | $59,633+85.8% |
| Participation rate | 46.5% | 72.1%-25.6pp | 78.8%-32.3pp | 68.7%-22.2pp |
| Annual return | -0.58% | 5.22%-5.8pp | 10.68%-11.3pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $2,937 | $2,021+45.4% | $3,587-18.1% | $2,203+33.4% |
| Participant deferral / active EE | $4,523 | $3,143+43.9% | $4,320+4.7% | $3,192+41.7% |
| Admin fee / account holder | $6,134 | $4,265+43.8% | $6,269-2.2% | $4,297+42.8% |