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 | $42,407 | $76,407-44.5% | $150,298-71.8% | $82,448-48.6% |
| Participation rate | 55.2% | 66.4%-11.2pp | 77.8%-22.6pp | 68.1%-12.9pp |
| Annual return | 55.63% | 39.99%+15.6pp | 62.79%-7.2pp | 41.64%+14.0pp |
| Employer contribution / active EE | $1,235 | $2,614-52.8% | $4,154-70.3% | $2,551-51.6% |
| Participant deferral / active EE | $1,683 | $3,214-47.6% | $5,453-69.1% | $4,139-59.3% |
| Admin fee / account holder | $8,172 | $6,352+28.7% | $14,116-42.1% | $7,234+13.0% |