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 | $58,989 | $91,559-35.6% | $133,971-56.0% | $79,852-26.1% |
| Participation rate | 37.0% | 73.3%-36.3pp | 79.8%-42.8pp | 69.6%-32.6pp |
| Annual return | 16.53% | 61.85%-45.3pp | 45.09%-28.6pp | 31.72%-15.2pp |
| Employer contribution / active EE | $1,121 | $2,384-53.0% | $3,919-71.4% | $2,471-54.6% |
| Participant deferral / active EE | $2,490 | $3,734-33.3% | $5,047-50.7% | $3,740-33.4% |
| Admin fee / account holder | $1,892 | $6,321-70.1% | $8,929-78.8% | $5,306-64.3% |