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 | $34,419 | $73,532-53.2% | $178,540-80.7% | $74,459-53.8% |
| Participation rate | 41.2% | 66.6%-25.4pp | 77.1%-35.9pp | 67.2%-26.0pp |
| Annual return | 18.13% | 17.51%+0.6pp | 27.15%-9.0pp | 1369.70%-1351.6pp |
| Employer contribution / active EE | $1,327 | $2,221-40.3% | $3,953-66.4% | $2,626-49.5% |
| Participant deferral / active EE | $2,239 | $4,519-50.4% | $6,281-64.3% | $4,350-48.5% |
| Admin fee / account holder | $3,806 | $1,813+110.0% | $10,424-63.5% | $1,945+95.7% |