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 | $57,626 | $40,263+43.1% | $57,347+0.5% | $59,632-3.4% |
| Participation rate | 50.0% | 69.2%-19.2pp | 75.1%-25.1pp | 68.7%-18.7pp |
| Annual return | 0.20% | 27.50%-27.3pp | 24.40%-24.2pp | 2041.32%-2041.1pp |
| Employer contribution / active EE | $2,304 | $1,922+19.9% | $2,689-14.3% | $2,203+4.6% |
| Participant deferral / active EE | $2,794 | $2,400+16.4% | $3,162-11.7% | $3,192-12.5% |
| Admin fee / account holder | $6,838 | $2,819+142.6% | $3,356+103.8% | $4,297+59.1% |