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 | $33,845 | $77,638-56.4% | $156,551-78.4% | $62,881-46.2% |
| Participation rate | 54.2% | 71.2%-17.0pp | 84.0%-29.8pp | 69.3%-15.1pp |
| Annual return | 7.58% | 50.33%-42.7pp | 32.23%-24.6pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,172 | $3,444-66.0% | $5,501-78.7% | $2,281-48.6% |
| Participant deferral / active EE | $1,853 | $3,046-39.2% | $4,871-62.0% | $3,203-42.1% |
| Admin fee / account holder | $3,542 | $5,561-36.3% | $13,028-72.8% | $4,296-17.5% |