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 | $34,492 | $91,179-62.2% | $178,499-80.7% | $79,852-56.8% |
| Participation rate | 27.0% | 69.2%-42.2pp | 81.9%-54.9pp | 69.6%-42.6pp |
| Annual return | 37.15% | 24.19%+13.0pp | 151.10%-114.0pp | 31.72%+5.4pp |
| Employer contribution / active EE | $649 | $3,256-80.1% | $5,011-87.0% | $2,471-73.7% |
| Participant deferral / active EE | $1,219 | $3,236-62.3% | $5,202-76.6% | $3,740-67.4% |
| Admin fee / account holder | $533 | $6,749-92.1% | $13,986-96.2% | $5,306-90.0% |