Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $37,233 | $69,118-46.1% | $53,647-30.6% | $138,895-73.2% |
| Participation rate | 45.5% | 64.0%-18.5pp | 56.3%-10.8pp | 79.9%-34.5pp |
| Annual return | 16.14% | 248.26%-232.1pp | 358.33%-342.2pp | 145.39%-129.3pp |
| Employer contribution / active EE | $1,371 | $1,189+15.3% | $962+42.5% | $4,194-67.3% |
| Participant deferral / active EE | $3,159 | $2,274+38.9% | $1,813+74.2% | $6,396-50.6% |
| Admin fee / account holder | $593 | $2,724-78.2% | $2,460-75.9% | $12,562-95.3% |