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 | $32,409 | $61,815-47.6% | $97,295-66.7% | $80,959-60.0% |
| Participation rate | 65.0% | 63.5%+1.5pp | 72.7%-7.7pp | 67.7%-2.7pp |
| Annual return | 13.29% | -558.73%+572.0pp | 75.62%-62.3pp | 35.67%-22.4pp |
| Employer contribution / active EE | $2,065 | $1,836+12.5% | $2,723-24.1% | $2,757-25.1% |
| Participant deferral / active EE | $4,811 | $3,027+59.0% | $4,264+12.8% | $4,300+11.9% |
| Admin fee / account holder | $8,884 | $5,166+72.0% | $5,646+57.3% | $6,925+28.3% |