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 | $30,220 | $53,128-43.1% | $86,582-65.1% | $70,126-56.9% |
| Participation rate | 51.9% | 65.3%-13.4pp | 73.5%-21.6pp | 69.5%-17.6pp |
| Annual return | 21.63% | 27.66%-6.0pp | 965.08%-943.5pp | 73.15%-51.5pp |
| Employer contribution / active EE | $963 | $2,068-53.4% | $2,839-66.1% | $2,343-58.9% |
| Participant deferral / active EE | $1,721 | $2,695-36.2% | $3,609-52.3% | $3,332-48.4% |
| Admin fee / account holder | $565 | $3,584-84.2% | $4,904-88.5% | $4,645-87.8% |