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 | $58,270 | $41,854+39.2% | $73,835-21.1% | $52,331+11.3% |
| Participation rate | 57.0% | 66.2%-9.2pp | 73.4%-16.4pp | 68.1%-11.1pp |
| Annual return | 2.80% | 2.11%+0.7pp | 2268.13%-2265.3pp | 4.54%-1.7pp |
| Employer contribution / active EE | $1,109 | $1,920-42.3% | $2,788-60.2% | $1,882-41.1% |
| Participant deferral / active EE | $2,478 | $2,498-0.8% | $3,583-30.9% | $3,022-18.0% |
| Admin fee / account holder | $8,179 | $493+1560.3% | $4,880+67.6% | $592+1282.5% |