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 | $42,376 | $29,319+44.5% | $52,425-19.2% | $82,448-48.6% |
| Participation rate | 26.7% | 46.9%-20.2pp | 55.6%-29.0pp | 68.1%-41.4pp |
| Annual return | 15.40% | 535.20%-519.8pp | 302.12%-286.7pp | 41.64%-26.2pp |
| Employer contribution / active EE | $578 | $586-1.5% | $914-36.8% | $2,551-77.3% |
| Participant deferral / active EE | $1,692 | $1,171+44.4% | $1,790-5.5% | $4,139-59.1% |
| Admin fee / account holder | $1,518 | $1,962-22.7% | $2,495-39.2% | $7,234-79.0% |