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 | $40,925 | $46,534-12.1% | $64,097-36.2% | $75,177-45.6% |
| Participation rate | 61.1% | 65.9%-4.8pp | 72.3%-11.2pp | 67.2%-6.1pp |
| Annual return | 18.40% | 26.07%-7.7pp | 33.75%-15.3pp | 160.75%-142.3pp |
| Employer contribution / active EE | $515 | $1,976-73.9% | $2,750-81.3% | $2,671-80.7% |
| Participant deferral / active EE | $2,690 | $2,835-5.1% | $3,881-30.7% | $4,126-34.8% |
| Admin fee / account holder | $1,166 | $2,957-60.5% | $3,070-62.0% | $5,651-79.4% |