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 | $30,167 | $47,944-37.1% | $67,834-55.5% | $62,881-52.0% |
| Participation rate | 50.0% | 61.1%-11.1pp | 68.8%-18.8pp | 69.3%-19.3pp |
| Annual return | 11.18% | 11.77%-0.6pp | 138.47%-127.3pp | 20.14%-9.0pp |
| Employer contribution / active EE | $1,348 | $1,562-13.7% | $2,403-43.9% | $2,281-40.9% |
| Participant deferral / active EE | $2,455 | $2,247+9.3% | $3,160-22.3% | $3,203-23.4% |
| Admin fee / account holder | $5,081 | $3,712+36.9% | $4,622+9.9% | $4,296+18.3% |