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 | $49,397 | $70,430-29.9% | $96,572-48.8% | $85,851-42.5% |
| Participation rate | 61.7% | 61.8%-0.1pp | 69.8%-8.1pp | 69.3%-7.6pp |
| Annual return | 12.21% | 18.58%-6.4pp | 37.79%-25.6pp | 318.63%-306.4pp |
| Employer contribution / active EE | $865 | $1,413-38.8% | $2,357-63.3% | $2,565-66.3% |
| Participant deferral / active EE | $2,844 | $2,894-1.7% | $3,850-26.1% | $3,952-28.0% |
| Admin fee / account holder | $8,959 | $4,996+79.3% | $6,183+44.9% | $6,261+43.1% |