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 | $60,424 | $110,337-45.2% | $102,383-41.0% | $145,877-58.6% |
| Participation rate | 35.3% | 77.9%-42.6pp | 74.5%-39.2pp | 80.3%-45.0pp |
| Annual return | 11.96% | 24.83%-12.9pp | 24.94%-13.0pp | 551.28%-539.3pp |
| Employer contribution / active EE | $1,198 | $4,216-71.6% | $3,870-69.0% | $4,663-74.3% |
| Participant deferral / active EE | $4,644 | $5,621-17.4% | $5,060-8.2% | $6,691-30.6% |
| Admin fee / account holder | $21,125 | $9,750+116.7% | $8,391+151.8% | $13,402+57.6% |