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 | $41,182 | $93,346-55.9% | $71,796-42.6% | $273,972-85.0% |
| Participation rate | 33.3% | 76.5%-43.2pp | 69.1%-35.8pp | 83.0%-49.7pp |
| Annual return | 6.44% | 130.39%-123.9pp | 78.04%-71.6pp | 41.46%-35.0pp |
| Employer contribution / active EE | $883 | $2,733-67.7% | $1,924-54.1% | $4,869-81.9% |
| Participant deferral / active EE | $1,137 | $3,475-67.3% | $2,794-59.3% | $5,287-78.5% |
| Admin fee / account holder | $302 | $6,571-95.4% | $4,815-93.7% | $10,133-97.0% |