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 | $43,540 | $48,277-9.8% | $67,511-35.5% | $80,874-46.2% |
| Participation rate | 50.6% | 66.4%-15.8pp | 72.9%-22.3pp | 67.6%-17.0pp |
| Annual return | 13.52% | 18.27%-4.8pp | 3517.41%-3503.9pp | 35.62%-22.1pp |
| Employer contribution / active EE | $867 | $2,021-57.1% | $2,733-68.3% | $2,756-68.5% |
| Participant deferral / active EE | $3,620 | $2,926+23.7% | $4,000-9.5% | $4,297-15.8% |
| Admin fee / account holder | $3,736 | $3,687+1.3% | $3,999-6.6% | $6,935-46.1% |