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 | $41,373 | $89,367-53.7% | $141,191-70.7% | $72,975-43.3% |
| Participation rate | 63.3% | 75.1%-11.8pp | 82.5%-19.1pp | 69.5%-6.2pp |
| Annual return | 26.85% | 111.87%-85.0pp | 71.41%-44.6pp | 81.01%-54.2pp |
| Employer contribution / active EE | $1,894 | $3,115-39.2% | $4,736-60.0% | $2,440-22.4% |
| Participant deferral / active EE | $8,792 | $5,419+62.3% | $6,710+31.0% | $3,608+143.7% |
| Admin fee / account holder | $6,688 | $5,957+12.3% | $10,264-34.8% | $5,124+30.5% |