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 | $62,367 | $39,162+59.3% | $100,671-38.0% | $59,633+4.6% |
| Participation rate | 23.2% | 55.9%-32.7pp | 70.7%-47.5pp | 68.7%-45.5pp |
| Annual return | 0.72% | 21.07%-20.4pp | 20.43%-19.7pp | 2041.40%-2040.7pp |
| Employer contribution / active EE | $548 | $1,151-52.4% | $4,012-86.3% | $2,203-75.1% |
| Participant deferral / active EE | $1,151 | $1,992-42.2% | $3,144-63.4% | $3,192-64.0% |
| Admin fee / account holder | $37,654 | $2,969+1168.1% | $4,850+676.4% | $4,297+776.3% |