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 | $33,571 | $53,837-37.6% | $75,714-55.7% | $85,847-60.9% |
| Participation rate | 56.0% | 69.1%-13.1pp | 74.8%-18.8pp | 69.3%-13.3pp |
| Annual return | 31.92% | 24.54%+7.4pp | 104.62%-72.7pp | 318.61%-286.7pp |
| Employer contribution / active EE | $984 | $2,017-51.2% | $2,744-64.2% | $2,565-61.7% |
| Participant deferral / active EE | $2,025 | $2,895-30.1% | $3,820-47.0% | $3,952-48.8% |
| Admin fee / account holder | $357 | $3,339-89.3% | $3,619-90.1% | $6,261-94.3% |