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 | $49,860 | $61,815-19.3% | $97,295-48.8% | $80,959-38.4% |
| Participation rate | 59.2% | 63.5%-4.3pp | 72.7%-13.5pp | 67.7%-8.5pp |
| Annual return | 14.81% | -558.73%+573.5pp | 75.62%-60.8pp | 35.67%-20.9pp |
| Employer contribution / active EE | $2,910 | $1,836+58.4% | $2,723+6.9% | $2,757+5.5% |
| Participant deferral / active EE | $6,560 | $3,027+116.7% | $4,264+53.9% | $4,300+52.5% |
| Admin fee / account holder | $40,783 | $5,166+689.5% | $5,646+622.3% | $6,925+488.9% |