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 | $45,902 | $48,011-4.4% | $63,803-28.1% | $82,637-44.5% |
| Participation rate | 46.2% | 66.6%-20.4pp | 72.7%-26.5pp | 68.1%-21.9pp |
| Annual return | 14.66% | 19.84%-5.2pp | 543.72%-529.1pp | 53.51%-38.8pp |
| Employer contribution / active EE | $916 | $1,904-51.9% | $2,532-63.8% | $2,552-64.1% |
| Participant deferral / active EE | $2,080 | $2,846-26.9% | $3,843-45.9% | $4,126-49.6% |
| Admin fee / account holder | $1,953 | $3,873-49.6% | $5,196-62.4% | $7,339-73.4% |