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 | $32,829 | $55,889-41.3% | $76,119-56.9% | $80,935-59.4% |
| Participation rate | 41.9% | 62.1%-20.1pp | 69.1%-27.1pp | 67.7%-25.7pp |
| Annual return | 18.07% | 20.58%-2.5pp | 361.25%-343.2pp | 35.66%-17.6pp |
| Employer contribution / active EE | $1,759 | $1,866-5.7% | $2,693-34.7% | $2,757-36.2% |
| Participant deferral / active EE | $4,468 | $3,051+46.4% | $4,259+4.9% | $4,299+3.9% |
| Admin fee / account holder | $3,742 | $5,241-28.6% | $6,421-41.7% | $6,924-46.0% |