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 | $35,888 | $108,882-67.0% | $96,754-62.9% | $154,746-76.8% |
| Participation rate | 45.5% | 75.1%-29.6pp | 70.3%-24.8pp | 80.7%-35.2pp |
| Annual return | 14.59% | 98.39%-83.8pp | 82.04%-67.4pp | 172.34%-157.7pp |
| Employer contribution / active EE | $867 | $3,018-71.3% | $2,679-67.7% | $4,379-80.2% |
| Participant deferral / active EE | $1,169 | $5,323-78.0% | $4,758-75.4% | $6,730-82.6% |
| Admin fee / account holder | $820 | $10,200-92.0% | $8,905-90.8% | $14,365-94.3% |