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 | $40,643 | $47,553-14.5% | $136,867-70.3% | $69,733-41.7% |
| Participation rate | 37.8% | 61.4%-23.5pp | 74.5%-36.7pp | 62.5%-24.6pp |
| Annual return | 10.39% | -91.50%+101.9pp | 42.97%-32.6pp | 15.22%-4.8pp |
| Employer contribution / active EE | $1,150 | $2,087-44.9% | $3,547-67.6% | $2,250-48.9% |
| Participant deferral / active EE | $1,692 | $2,300-26.5% | $4,924-65.6% | $3,054-44.6% |
| Admin fee / account holder | $9,949 | $3,496+184.6% | $10,340-3.8% | $3,102+220.7% |