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 | $31,700 | $51,638-38.6% | $68,368-53.6% | $82,448-61.6% |
| Participation rate | 52.8% | 63.6%-10.8pp | 73.8%-21.0pp | 68.1%-15.3pp |
| Annual return | 20.36% | 37.53%-17.2pp | 292.57%-272.2pp | 41.64%-21.3pp |
| Employer contribution / active EE | $1,149 | $2,047-43.8% | $2,649-56.6% | $2,551-55.0% |
| Participant deferral / active EE | $3,437 | $2,914+18.0% | $4,123-16.6% | $4,139-17.0% |
| Admin fee / account holder | $433 | $4,643-90.7% | $5,150-91.6% | $7,234-94.0% |