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 | $35,150 | $81,208-56.7% | $98,920-64.5% | $79,852-56.0% |
| Participation rate | 66.7% | 72.5%-5.8pp | 76.0%-9.4pp | 69.6%-3.0pp |
| Annual return | 14.11% | 60.99%-46.9pp | 196.47%-182.4pp | 31.72%-17.6pp |
| Employer contribution / active EE | $1,026 | $1,960-47.6% | $2,689-61.8% | $2,471-58.5% |
| Participant deferral / active EE | $2,817 | $3,265-13.7% | $4,245-33.6% | $3,740-24.7% |
| Admin fee / account holder | $6,877 | $6,013+14.4% | $6,643+3.5% | $5,306+29.6% |