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 | $34,635 | $52,911-34.5% | $73,309-52.8% | $59,633-41.9% |
| Participation rate | 67.6% | 68.2%-0.6pp | 74.9%-7.3pp | 68.7%-1.1pp |
| Annual return | 21.07% | 12.20%+8.9pp | 5.67%+15.4pp | 2041.45%-2020.4pp |
| Employer contribution / active EE | $2,549 | $1,909+33.6% | $3,237-21.2% | $2,203+15.7% |
| Participant deferral / active EE | $6,402 | $4,069+57.3% | $4,991+28.3% | $3,192+100.6% |
| Admin fee / account holder | $1,056 | $3,835-72.5% | $5,635-81.3% | $4,297-75.4% |