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 | $39,024 | $80,781-51.7% | $102,437-61.9% | $74,478-47.6% |
| Participation rate | 44.1% | 65.7%-21.6pp | 74.5%-30.4pp | 67.2%-23.1pp |
| Annual return | 13.19% | 27.58%-14.4pp | 24.95%-11.8pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $807 | $3,160-74.5% | $3,871-79.1% | $2,626-69.3% |
| Participant deferral / active EE | $2,755 | $3,862-28.7% | $5,060-45.6% | $4,350-36.7% |
| Admin fee / account holder | $1,050 | $2,372-55.7% | $8,388-87.5% | $1,946-46.0% |