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 | $71,872 | $39,162+83.5% | $100,671-28.6% | $59,633+20.5% |
| Participation rate | 33.3% | 55.9%-22.5pp | 70.7%-37.4pp | 68.7%-35.3pp |
| Annual return | 0.59% | 21.07%-20.5pp | 20.43%-19.8pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $885 | $1,151-23.1% | $4,012-77.9% | $2,203-59.8% |
| Participant deferral / active EE | $1,752 | $1,992-12.1% | $3,144-44.3% | $3,192-45.1% |
| Admin fee / account holder | $1,683 | $2,969-43.3% | $4,850-65.3% | $4,297-60.8% |