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 | $42,332 | $39,162+8.1% | $100,671-57.9% | $59,633-29.0% |
| Participation rate | 54.2% | 55.9%-1.7pp | 70.7%-16.5pp | 68.7%-14.5pp |
| Annual return | -0.85% | 21.07%-21.9pp | 20.43%-21.3pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $537 | $1,151-53.3% | $4,012-86.6% | $2,203-75.6% |
| Participant deferral / active EE | $1,456 | $1,992-26.9% | $3,144-53.7% | $3,192-54.4% |
| Admin fee / account holder | $883 | $2,969-70.3% | $4,850-81.8% | $4,297-79.5% |