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 | $43,371 | $47,944-9.5% | $67,834-36.1% | $62,881-31.0% |
| Participation rate | 33.3% | 61.1%-27.7pp | 68.8%-35.5pp | 69.3%-36.0pp |
| Annual return | 8.41% | 11.77%-3.4pp | 138.47%-130.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $678 | $1,562-56.6% | $2,403-71.8% | $2,281-70.3% |
| Participant deferral / active EE | $1,867 | $2,247-16.9% | $3,160-40.9% | $3,203-41.7% |
| Admin fee / account holder | $2,616 | $3,712-29.5% | $4,622-43.4% | $4,296-39.1% |