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 | $47,412 | $39,162+21.1% | $100,671-52.9% | $59,633-20.5% |
| Participation rate | 42.9% | 55.9%-13.0pp | 70.7%-27.9pp | 68.7%-25.8pp |
| Annual return | 13.37% | 21.07%-7.7pp | 20.43%-7.1pp | 2041.45%-2028.1pp |
| Employer contribution / active EE | $736 | $1,151-36.0% | $4,012-81.6% | $2,203-66.6% |
| Participant deferral / active EE | $1,910 | $1,992-4.1% | $3,144-39.2% | $3,192-40.2% |
| Admin fee / account holder | $9,589 | $2,969+222.9% | $4,850+97.7% | $4,297+123.2% |