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 | $41,648 | $162,812-74.4% | $133,971-68.9% | $158,966-73.8% |
| Participation rate | 47.1% | 83.2%-36.2pp | 79.8%-32.8pp | 82.0%-34.9pp |
| Annual return | 11.49% | 41.94%-30.5pp | 45.09%-33.6pp | 302.95%-291.5pp |
| Employer contribution / active EE | $1,441 | $4,976-71.0% | $3,919-63.2% | $4,762-69.7% |
| Participant deferral / active EE | $3,914 | $5,910-33.8% | $5,047-22.5% | $5,983-34.6% |
| Admin fee / account holder | $26,356 | $11,741+124.5% | $8,929+195.2% | $11,250+134.3% |