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 | $39,468 | $113,338-65.2% | $94,993-58.5% | $147,586-73.3% |
| Participation rate | 50.0% | 78.0%-28.0pp | 73.9%-23.9pp | 82.8%-32.8pp |
| Annual return | 14.30% | 20.80%-6.5pp | 27.14%-12.8pp | 578.59%-564.3pp |
| Employer contribution / active EE | $643 | $3,160-79.7% | $2,603-75.3% | $4,876-86.8% |
| Participant deferral / active EE | $3,793 | $3,777+0.4% | $3,317+14.4% | $5,439-30.3% |
| Admin fee / account holder | $841 | $6,063-86.1% | $4,960-83.0% | $10,886-92.3% |