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 | $36,379 | $80,748-54.9% | $102,383-64.5% | $74,429-51.1% |
| Participation rate | 54.7% | 65.7%-11.0pp | 74.5%-19.8pp | 67.2%-12.5pp |
| Annual return | 11.58% | 27.57%-16.0pp | 24.94%-13.4pp | 1368.38%-1356.8pp |
| Employer contribution / active EE | $1,242 | $3,159-60.7% | $3,870-67.9% | $2,625-52.7% |
| Participant deferral / active EE | $2,351 | $3,861-39.1% | $5,060-53.5% | $4,348-45.9% |
| Admin fee / account holder | $3,471 | $2,371+46.4% | $8,391-58.6% | $1,944+78.5% |