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 | $34,037 | $89,367-61.9% | $141,191-75.9% | $72,975-53.4% |
| Participation rate | 65.3% | 75.1%-9.8pp | 82.5%-17.2pp | 69.5%-4.2pp |
| Annual return | 21.84% | 111.87%-90.0pp | 71.41%-49.6pp | 81.01%-59.2pp |
| Employer contribution / active EE | $1,794 | $3,115-42.4% | $4,736-62.1% | $2,440-26.5% |
| Participant deferral / active EE | $2,863 | $5,419-47.2% | $6,710-57.3% | $3,608-20.6% |
| Admin fee / account holder | $1,036 | $5,957-82.6% | $10,264-89.9% | $5,124-79.8% |