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 | $43,830 | $86,922-49.6% | $102,438-57.2% | $80,874-45.8% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.6%-17.6pp |
| Annual return | 23.31% | 18.90%+4.4pp | 29.37%-6.1pp | 35.62%-12.3pp |
| Employer contribution / active EE | $1,246 | $2,369-47.4% | $3,024-58.8% | $2,756-54.8% |
| Participant deferral / active EE | $2,423 | $4,119-41.2% | $5,054-52.1% | $4,297-43.6% |
| Admin fee / account holder | $14,006 | $8,050+74.0% | $9,448+48.3% | $6,935+102.0% |