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 | $49,976-32.7% | $66,674-49.6% | $82,637-59.3% |
| Participation rate | 50.0% | 63.1%-13.1pp | 73.7%-23.7pp | 68.1%-18.1pp |
| Annual return | 18.55% | 39.09%-20.5pp | 321.24%-302.7pp | 53.51%-35.0pp |
| Employer contribution / active EE | $1,871 | $1,988-5.9% | $2,620-28.6% | $2,552-26.7% |
| Participant deferral / active EE | $2,336 | $2,847-17.9% | $4,084-42.8% | $4,126-43.4% |
| Admin fee / account holder | $1,118 | $4,594-75.7% | $5,098-78.1% | $7,339-84.8% |