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 | $36,442 | $176,786-79.4% | $146,643-75.1% | $167,536-78.2% |
| Participation rate | 66.7% | 83.6%-17.0pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 12.53% | 24.04%-11.5pp | 22.75%-10.2pp | 478.82%-466.3pp |
| Employer contribution / active EE | $1,948 | $5,161-62.3% | $4,137-52.9% | $4,839-59.7% |
| Participant deferral / active EE | $3,195 | $6,440-50.4% | $5,506-42.0% | $6,342-49.6% |
| Admin fee / account holder | $1,371 | $13,262-89.7% | $10,280-86.7% | $12,315-88.9% |