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 | $48,882 | $70,430-30.6% | $96,572-49.4% | $85,851-43.1% |
| Participation rate | 61.5% | 61.8%-0.3pp | 69.8%-8.3pp | 69.3%-7.8pp |
| Annual return | 13.76% | 18.58%-4.8pp | 37.79%-24.0pp | 318.63%-304.9pp |
| Employer contribution / active EE | $3,089 | $1,413+118.6% | $2,357+31.0% | $2,565+20.4% |
| Participant deferral / active EE | $2,179 | $2,894-24.7% | $3,850-43.4% | $3,952-44.9% |
| Admin fee / account holder | $564 | $4,996-88.7% | $6,183-90.9% | $6,261-91.0% |