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 | $41,672 | $93,346-55.4% | $71,796-42.0% | $273,972-84.8% |
| Participation rate | 45.5% | 76.5%-31.1pp | 69.1%-23.7pp | 83.0%-37.6pp |
| Annual return | 4.86% | 130.39%-125.5pp | 78.04%-73.2pp | 41.46%-36.6pp |
| Employer contribution / active EE | $1,156 | $2,733-57.7% | $1,924-39.9% | $4,869-76.2% |
| Participant deferral / active EE | $3,500 | $3,475+0.7% | $2,794+25.3% | $5,287-33.8% |
| Admin fee / account holder | $607 | $6,571-90.8% | $4,815-87.4% | $10,133-94.0% |