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 | $32,914 | $135,956-75.8% | $123,894-73.4% | $273,972-88.0% |
| Participation rate | 57.1% | 84.1%-26.9pp | 81.4%-24.3pp | 83.0%-25.9pp |
| Annual return | 9.29% | 56.63%-47.3pp | 47.52%-38.2pp | 41.46%-32.2pp |
| Employer contribution / active EE | $1,596 | $5,170-69.1% | $4,617-65.4% | $4,869-67.2% |
| Participant deferral / active EE | $2,466 | $6,343-61.1% | $5,984-58.8% | $5,287-53.4% |
| Admin fee / account holder | $2,374 | $9,817-75.8% | $8,357-71.6% | $10,133-76.6% |