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 | $31,635 | $58,241-45.7% | $81,780-61.3% | $80,911-60.9% |
| Participation rate | 40.0% | 63.4%-23.4pp | 72.4%-32.4pp | 67.6%-27.6pp |
| Annual return | 13.19% | 41.73%-28.5pp | 776.27%-763.1pp | 35.63%-22.4pp |
| Employer contribution / active EE | $400 | $2,343-82.9% | $2,914-86.3% | $2,756-85.5% |
| Participant deferral / active EE | $4,213 | $3,283+28.4% | $4,321-2.5% | $4,297-1.9% |
| Admin fee / account holder | $7,316 | $4,973+47.1% | $7,384-0.9% | $6,935+5.5% |