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 | $32,447 | $48,284-32.8% | $67,524-51.9% | $80,911-59.9% |
| Participation rate | 32.3% | 66.4%-34.1pp | 72.9%-40.6pp | 67.6%-35.4pp |
| Annual return | 13.14% | 18.27%-5.1pp | 3519.41%-3506.3pp | 35.63%-22.5pp |
| Employer contribution / active EE | $675 | $2,021-66.6% | $2,734-75.3% | $2,756-75.5% |
| Participant deferral / active EE | $1,926 | $2,927-34.2% | $4,001-51.9% | $4,297-55.2% |
| Admin fee / account holder | $2,480 | $3,688-32.7% | $4,001-38.0% | $6,935-64.2% |