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 | $27,875 | $174,379-84.0% | $152,093-81.7% | $138,895-79.9% |
| Participation rate | 36.4% | 81.6%-45.3pp | 77.8%-41.4pp | 79.9%-43.6pp |
| Annual return | 15.14% | 74.86%-59.7pp | 66.36%-51.2pp | 145.39%-130.3pp |
| Employer contribution / active EE | $1,244 | $4,652-73.3% | $4,175-70.2% | $4,194-70.3% |
| Participant deferral / active EE | $1,799 | $6,159-70.8% | $5,451-67.0% | $6,396-71.9% |
| Admin fee / account holder | $2,078 | $16,880-87.7% | $14,497-85.7% | $12,562-83.5% |