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 | $35,521 | $89,370-60.3% | $141,197-74.8% | $72,976-51.3% |
| Participation rate | 41.5% | 75.1%-33.7pp | 82.5%-41.0pp | 69.5%-28.0pp |
| Annual return | 26.82% | 111.88%-85.1pp | 71.41%-44.6pp | 81.02%-54.2pp |
| Employer contribution / active EE | $1,517 | $3,115-51.3% | $4,736-68.0% | $2,440-37.8% |
| Participant deferral / active EE | $2,785 | $5,419-48.6% | $6,710-58.5% | $3,608-22.8% |
| Admin fee / account holder | $1,371 | $5,957-77.0% | $10,265-86.6% | $5,124-73.2% |