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 | $35,216 | $91,559-61.5% | $133,971-73.7% | $79,852-55.9% |
| Participation rate | 59.3% | 73.3%-14.0pp | 79.8%-20.5pp | 69.6%-10.3pp |
| Annual return | 16.34% | 61.85%-45.5pp | 45.09%-28.8pp | 31.72%-15.4pp |
| Employer contribution / active EE | $1,770 | $2,384-25.8% | $3,919-54.8% | $2,471-28.4% |
| Participant deferral / active EE | $2,141 | $3,734-42.7% | $5,047-57.6% | $3,740-42.8% |
| Admin fee / account holder | $1,964 | $6,321-68.9% | $8,929-78.0% | $5,306-63.0% |