Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $37,825 | $101,752-62.8% | $164,928-77.1% | $80,911-53.3% |
| Participation rate | 51.2% | 71.8%-20.6pp | 78.6%-27.4pp | 67.6%-16.4pp |
| Annual return | 11.95% | 16.73%-4.8pp | 70.08%-58.1pp | 35.63%-23.7pp |
| Employer contribution / active EE | $1,823 | $2,953-38.3% | $4,343-58.0% | $2,756-33.8% |
| Participant deferral / active EE | $3,420 | $4,477-23.6% | $6,034-43.3% | $4,297-20.4% |
| Admin fee / account holder | $2,479 | $8,218-69.8% | $12,684-80.5% | $6,935-64.2% |