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 | $38,066 | $81,208-53.1% | $98,920-61.5% | $79,856-52.3% |
| Participation rate | 57.1% | 72.5%-15.4pp | 76.0%-18.9pp | 69.6%-12.5pp |
| Annual return | 15.72% | 60.99%-45.3pp | 196.47%-180.8pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,182 | $1,960+11.4% | $2,689-18.9% | $2,471-11.7% |
| Participant deferral / active EE | $5,022 | $3,265+53.8% | $4,245+18.3% | $3,741+34.3% |
| Admin fee / account holder | $2,495 | $6,013-58.5% | $6,643-62.4% | $5,306-53.0% |