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 | $35,802 | $89,370-59.9% | $141,197-74.6% | $72,976-50.9% |
| Participation rate | 62.5% | 75.1%-12.6pp | 82.5%-20.0pp | 69.5%-7.0pp |
| Annual return | 21.42% | 111.88%-90.5pp | 71.41%-50.0pp | 81.02%-59.6pp |
| Employer contribution / active EE | $2,293 | $3,115-26.4% | $4,736-51.6% | $2,440-6.0% |
| Participant deferral / active EE | $5,573 | $5,419+2.8% | $6,710-17.0% | $3,608+54.5% |
| Admin fee / account holder | $2,987 | $5,957-49.9% | $10,265-70.9% | $5,124-41.7% |