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 | $40,915 | $95,406-57.1% | $185,849-78.0% | $85,847-52.3% |
| Participation rate | 46.7% | 68.8%-22.1pp | 81.7%-35.0pp | 69.3%-22.7pp |
| Annual return | 17.96% | 23.59%-5.6pp | 122.10%-104.1pp | 318.61%-300.6pp |
| Employer contribution / active EE | $1,511 | $3,314-54.4% | $5,169-70.8% | $2,565-41.1% |
| Participant deferral / active EE | $2,561 | $3,424-25.2% | $5,569-54.0% | $3,952-35.2% |
| Admin fee / account holder | $1,579 | $7,214-78.1% | $16,244-90.3% | $6,261-74.8% |