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 | $36,165 | $78,672-54.0% | $109,163-66.9% | $85,856-57.9% |
| Participation rate | 34.8% | 68.3%-33.4pp | 75.9%-41.0pp | 69.3%-34.5pp |
| Annual return | 18.21% | 25.09%-6.9pp | 25.75%-7.5pp | 318.58%-300.4pp |
| Employer contribution / active EE | $1,031 | $2,734-62.3% | $3,723-72.3% | $2,565-59.8% |
| Participant deferral / active EE | $1,659 | $3,467-52.1% | $4,654-64.3% | $3,952-58.0% |
| Admin fee / account holder | $1,527 | $5,470-72.1% | $6,754-77.4% | $6,261-75.6% |