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 | $37,907 | $99,652-62.0% | $78,778-51.9% | $147,586-74.3% |
| Participation rate | 45.5% | 76.2%-30.8pp | 69.2%-23.7pp | 82.8%-37.4pp |
| Annual return | 17.20% | 47.28%-30.1pp | 35.62%-18.4pp | 578.59%-561.4pp |
| Employer contribution / active EE | $1,487 | $2,796-46.8% | $1,986-25.1% | $4,876-69.5% |
| Participant deferral / active EE | $4,994 | $3,664+36.3% | $2,958+68.8% | $5,439-8.2% |
| Admin fee / account holder | $16,145 | $7,155+125.6% | $5,134+214.5% | $10,886+48.3% |