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 | $36,503 | $67,411-45.8% | $91,004-59.9% | $70,124-47.9% |
| Participation rate | 62.9% | 71.4%-8.5pp | 75.6%-12.7pp | 69.5%-6.6pp |
| Annual return | 14.65% | -40.16%+54.8pp | 4.60%+10.1pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,622 | $1,786-9.2% | $2,456-33.9% | $2,342-30.7% |
| Participant deferral / active EE | $2,656 | $2,823-5.9% | $3,548-25.1% | $3,332-20.3% |
| Admin fee / account holder | $7,556 | $4,236+78.4% | $5,417+39.5% | $4,645+62.7% |