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 | $39,427 | $147,556-73.3% | $129,031-69.4% | $198,609-80.1% |
| Participation rate | 55.6% | 77.2%-21.7pp | 73.4%-17.8pp | 82.4%-26.8pp |
| Annual return | 17.54% | 37.41%-19.9pp | 34.67%-17.1pp | 202.70%-185.2pp |
| Employer contribution / active EE | $725 | $3,645-80.1% | $3,226-77.5% | $5,055-85.7% |
| Participant deferral / active EE | $3,281 | $5,760-43.0% | $5,217-37.1% | $6,977-53.0% |
| Admin fee / account holder | $2,117 | $15,467-86.3% | $13,208-84.0% | $19,030-88.9% |