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 | $34,421 | $73,978-53.5% | $96,515-64.3% | $75,173-54.2% |
| Participation rate | 65.8% | 66.4%-0.6pp | 74.3%-8.6pp | 67.2%-1.4pp |
| Annual return | 19.38% | 26.72%-7.3pp | 35.73%-16.3pp | 160.72%-141.3pp |
| Employer contribution / active EE | $1,271 | $2,931-56.6% | $3,740-66.0% | $2,671-52.4% |
| Participant deferral / active EE | $2,008 | $3,660-45.1% | $4,880-58.8% | $4,126-51.3% |
| Admin fee / account holder | $339 | $5,219-93.5% | $6,735-95.0% | $5,651-94.0% |