Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $37,557 | $76,407-50.8% | $150,298-75.0% | $82,448-54.4% |
| Participation rate | 41.4% | 66.4%-25.0pp | 77.8%-36.4pp | 68.1%-26.7pp |
| Annual return | 22.04% | 39.99%-18.0pp | 62.79%-40.7pp | 41.64%-19.6pp |
| Employer contribution / active EE | $1,663 | $2,614-36.4% | $4,154-60.0% | $2,551-34.8% |
| Participant deferral / active EE | $2,221 | $3,214-30.9% | $5,453-59.3% | $4,139-46.3% |
| Admin fee / account holder | $301 | $6,352-95.3% | $14,116-97.9% | $7,234-95.8% |