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 | $30,905 | $102,638-69.9% | $81,991-62.3% | $158,966-80.6% |
| Participation rate | 29.2% | 75.5%-46.4pp | 69.3%-40.1pp | 82.0%-52.8pp |
| Annual return | 12.02% | 61.05%-49.0pp | 41.31%-29.3pp | 302.95%-290.9pp |
| Employer contribution / active EE | $716 | $3,241-77.9% | $2,498-71.3% | $4,762-85.0% |
| Participant deferral / active EE | $4,310 | $4,649-7.3% | $3,722+15.8% | $5,983-28.0% |
| Admin fee / account holder | $6,528 | $8,237-20.8% | $5,665+15.2% | $11,250-42.0% |