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 | $56,736 | $70,418-19.4% | $96,570-41.2% | $85,847-33.9% |
| Participation rate | 54.7% | 61.8%-7.1pp | 69.8%-15.1pp | 69.3%-14.6pp |
| Annual return | 16.21% | 18.59%-2.4pp | 37.79%-21.6pp | 318.61%-302.4pp |
| Employer contribution / active EE | $731 | $1,413-48.3% | $2,357-69.0% | $2,565-71.5% |
| Participant deferral / active EE | $3,211 | $2,894+11.0% | $3,849-16.6% | $3,952-18.7% |
| Admin fee / account holder | $16,893 | $4,995+238.2% | $6,182+173.2% | $6,261+169.8% |