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 | $43,781 | $46,599-6.0% | $64,101-31.7% | $75,173-41.8% |
| Participation rate | 61.2% | 65.9%-4.7pp | 72.3%-11.1pp | 67.2%-6.0pp |
| Annual return | 14.12% | 26.06%-11.9pp | 33.72%-19.6pp | 160.72%-146.6pp |
| Employer contribution / active EE | $875 | $1,975-55.7% | $2,749-68.2% | $2,671-67.2% |
| Participant deferral / active EE | $4,047 | $2,837+42.7% | $3,881+4.3% | $4,126-1.9% |
| Admin fee / account holder | $2,044 | $2,956-30.9% | $3,070-33.4% | $5,651-63.8% |