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 | $43,304 | $95,406-54.6% | $185,849-76.7% | $85,847-49.6% |
| Participation rate | 64.6% | 68.8%-4.2pp | 81.7%-17.1pp | 69.3%-4.7pp |
| Annual return | 15.56% | 23.59%-8.0pp | 122.10%-106.5pp | 318.61%-303.0pp |
| Employer contribution / active EE | $1,090 | $3,314-67.1% | $5,169-78.9% | $2,565-57.5% |
| Participant deferral / active EE | $2,742 | $3,424-19.9% | $5,569-50.8% | $3,952-30.6% |
| Admin fee / account holder | $4,143 | $7,214-42.6% | $16,244-74.5% | $6,261-33.8% |