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 | $70,818 | $167,483-57.7% | $115,752-38.8% | $147,586-52.0% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 82.8%-27.3pp |
| Annual return | 14.13% | 12.11%+2.0pp | 19.41%-5.3pp | 578.59%-564.5pp |
| Employer contribution / active EE | $1,469 | $4,960-70.4% | $3,492-57.9% | $4,876-69.9% |
| Participant deferral / active EE | $2,588 | $7,037-63.2% | $5,204-50.3% | $5,439-52.4% |
| Admin fee / account holder | $13,609 | $13,069+4.1% | $6,278+116.8% | $10,886+25.0% |