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 | $40,695 | $78,690-48.3% | $161,489-74.8% | $87,485-53.5% |
| Participation rate | 62.5% | 67.5%-5.0pp | 78.7%-16.2pp | 68.9%-6.4pp |
| Annual return | 19.09% | 32.74%-13.7pp | 89.72%-70.6pp | 26.06%-7.0pp |
| Employer contribution / active EE | $1,779 | $2,588-31.3% | $4,268-58.3% | $2,596-31.5% |
| Participant deferral / active EE | $4,864 | $3,311+46.9% | $5,630-13.6% | $4,274+13.8% |
| Admin fee / account holder | $2,906 | $6,724-56.8% | $16,006-81.8% | $7,775-62.6% |