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 | $32,573 | $81,208-59.9% | $98,920-67.1% | $79,856-59.2% |
| Participation rate | 43.2% | 72.5%-29.3pp | 76.0%-32.8pp | 69.6%-26.4pp |
| Annual return | 10.83% | 60.99%-50.2pp | 196.47%-185.6pp | 31.71%-20.9pp |
| Employer contribution / active EE | $1,203 | $1,960-38.6% | $2,689-55.3% | $2,471-51.3% |
| Participant deferral / active EE | $2,187 | $3,265-33.0% | $4,245-48.5% | $3,741-41.5% |
| Admin fee / account holder | $5,956 | $6,013-1.0% | $6,643-10.3% | $5,306+12.2% |