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 | $61,335 | $91,179-32.7% | $178,499-65.6% | $79,852-23.2% |
| Participation rate | 34.7% | 69.2%-34.5pp | 81.9%-47.2pp | 69.6%-34.9pp |
| Annual return | 31.82% | 24.19%+7.6pp | 151.10%-119.3pp | 31.72%+0.1pp |
| Employer contribution / active EE | $1,288 | $3,256-60.4% | $5,011-74.3% | $2,471-47.9% |
| Participant deferral / active EE | $2,632 | $3,236-18.7% | $5,202-49.4% | $3,740-29.6% |
| Admin fee / account holder | $602 | $6,749-91.1% | $13,986-95.7% | $5,306-88.7% |