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 | $76,130 | $39,162+94.4% | $100,671-24.4% | $59,633+27.7% |
| Participation rate | 46.2% | 55.9%-9.7pp | 70.7%-24.6pp | 68.7%-22.5pp |
| Annual return | -0.41% | 21.07%-21.5pp | 20.43%-20.8pp | 2041.40%-2041.8pp |
| Employer contribution / active EE | $710 | $1,151-38.3% | $4,012-82.3% | $2,203-67.8% |
| Participant deferral / active EE | $2,841 | $1,992+42.6% | $3,144-9.6% | $3,192-11.0% |
| Admin fee / account holder | $8,426 | $2,969+183.8% | $4,850+73.7% | $4,297+96.1% |