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 | $41,842 | $64,324-35.0% | $118,946-64.8% | $79,852-47.6% |
| Participation rate | 66.2% | 64.9%+1.3pp | 75.4%-9.2pp | 69.6%-3.5pp |
| Annual return | 14.40% | 86.45%-72.0pp | 35.89%-21.5pp | 31.72%-17.3pp |
| Employer contribution / active EE | $755 | $1,836-58.9% | $3,263-76.9% | $2,471-69.4% |
| Participant deferral / active EE | $2,075 | $2,824-26.5% | $4,266-51.4% | $3,740-44.5% |
| Admin fee / account holder | $2,531 | $4,040-37.4% | $6,581-61.5% | $5,306-52.3% |