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 | $41,651 | $71,230-41.5% | $93,727-55.6% | $80,959-48.6% |
| Participation rate | 67.7% | 60.4%+7.3pp | 68.7%-1.0pp | 67.7%+0.1pp |
| Annual return | 15.03% | 11.26%+3.8pp | 133.83%-118.8pp | 35.67%-20.6pp |
| Employer contribution / active EE | $1,354 | $1,565-13.5% | $2,421-44.1% | $2,757-50.9% |
| Participant deferral / active EE | $3,161 | $4,037-21.7% | $4,417-28.4% | $4,300-26.5% |
| Admin fee / account holder | $1,565 | $6,961-77.5% | $8,292-81.1% | $6,925-77.4% |