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 | $34,735 | $99,875-65.2% | $146,866-76.3% | $86,983-60.1% |
| Participation rate | 32.4% | 75.8%-43.5pp | 82.5%-50.2pp | 69.5%-37.2pp |
| Annual return | 55.98% | 28.10%+27.9pp | 102.85%-46.9pp | 25.83%+30.2pp |
| Employer contribution / active EE | $1,466 | $3,224-54.5% | $4,425-66.9% | $2,584-43.3% |
| Participant deferral / active EE | $2,766 | $6,322-56.3% | $7,759-64.4% | $4,194-34.1% |
| Admin fee / account holder | $1,217 | $7,838-84.5% | $13,620-91.1% | $7,856-84.5% |