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 | $46,237 | $46,599-0.8% | $64,101-27.9% | $75,173-38.5% |
| Participation rate | 63.5% | 65.9%-2.4pp | 72.3%-8.8pp | 67.2%-3.7pp |
| Annual return | 16.49% | 26.06%-9.6pp | 33.72%-17.2pp | 160.72%-144.2pp |
| Employer contribution / active EE | $931 | $1,975-52.9% | $2,749-66.1% | $2,671-65.1% |
| Participant deferral / active EE | $3,214 | $2,837+13.3% | $3,881-17.2% | $4,126-22.1% |
| Admin fee / account holder | $4,575 | $2,956+54.8% | $3,070+49.0% | $5,651-19.0% |