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 | $41,442 | $106,247-61.0% | $96,515-57.1% | $139,466-70.3% |
| Participation rate | 65.2% | 77.8%-12.6pp | 74.3%-9.1pp | 80.3%-15.1pp |
| Annual return | 19.96% | 38.47%-18.5pp | 35.73%-15.8pp | 373.66%-353.7pp |
| Employer contribution / active EE | $1,588 | $4,106-61.3% | $3,740-57.5% | $4,754-66.6% |
| Participant deferral / active EE | $4,303 | $5,456-21.1% | $4,880-11.8% | $6,712-35.9% |
| Admin fee / account holder | $306 | $7,885-96.1% | $6,735-95.5% | $11,409-97.3% |