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 | $34,786 | $79,449-56.2% | $189,575-81.7% | $85,847-59.5% |
| Participation rate | 53.1% | 66.0%-12.9pp | 78.4%-25.3pp | 69.3%-16.2pp |
| Annual return | 18.40% | 18.45%0pp | 64.19%-45.8pp | 318.61%-300.2pp |
| Employer contribution / active EE | $1,170 | $2,081-43.8% | $4,412-73.5% | $2,565-54.4% |
| Participant deferral / active EE | $2,395 | $4,051-40.9% | $6,174-61.2% | $3,952-39.4% |
| Admin fee / account holder | $1,915 | $5,377-64.4% | $9,806-80.5% | $6,261-69.4% |