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 | $39,029 | $63,433-38.5% | $63,803-38.8% | $64,097-39.1% |
| Participation rate | 21.7% | 65.0%-43.3pp | 72.7%-51.0pp | 55.2%-33.5pp |
| Annual return | 18.30% | 20.74%-2.4pp | 543.72%-525.4pp | 34.64%-16.3pp |
| Employer contribution / active EE | $624 | $2,332-73.2% | $2,532-75.4% | $1,891-67.0% |
| Participant deferral / active EE | $1,095 | $3,119-64.9% | $3,843-71.5% | $3,080-64.4% |
| Admin fee / account holder | $8,080 | $1,489+442.5% | $5,196+55.5% | $3,454+133.9% |