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 | $48,798 | $107,030-54.4% | $73,550-33.7% | $147,586-66.9% |
| Participation rate | 64.3% | 66.4%-2.1pp | 54.9%+9.4pp | 82.8%-18.5pp |
| Annual return | 11.84% | 38.25%-26.4pp | -15.16%+27.0pp | 578.59%-566.8pp |
| Employer contribution / active EE | $1,386 | $1,760-21.3% | $1,219+13.7% | $4,876-71.6% |
| Participant deferral / active EE | $2,199 | $2,458-10.5% | $1,804+21.9% | $5,439-59.6% |
| Admin fee / account holder | $4,218 | $3,055+38.1% | $2,320+81.8% | $10,886-61.3% |