Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $46,460 | $71,230-34.8% | $93,727-50.4% | $80,959-42.6% |
| Participation rate | 54.7% | 60.4%-5.7pp | 68.7%-14.1pp | 67.7%-13.0pp |
| Annual return | 11.53% | 11.26%+0.3pp | 133.83%-122.3pp | 35.67%-24.1pp |
| Employer contribution / active EE | $642 | $1,565-59.0% | $2,421-73.5% | $2,757-76.7% |
| Participant deferral / active EE | $4,098 | $4,037+1.5% | $4,417-7.2% | $4,300-4.7% |
| Admin fee / account holder | $2,422 | $6,961-65.2% | $8,292-70.8% | $6,925-65.0% |