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 | $33,616 | $51,638-34.9% | $68,368-50.8% | $82,448-59.2% |
| Participation rate | 50.0% | 63.6%-13.6pp | 73.8%-23.8pp | 68.1%-18.1pp |
| Annual return | 18.55% | 37.53%-19.0pp | 292.57%-274.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,871 | $2,047-8.6% | $2,649-29.4% | $2,551-26.7% |
| Participant deferral / active EE | $2,336 | $2,914-19.8% | $4,123-43.3% | $4,139-43.6% |
| Admin fee / account holder | $1,118 | $4,643-75.9% | $5,150-78.3% | $7,234-84.5% |