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 | $31,786 | $103,393-69.3% | $87,103-63.5% | $152,909-79.2% |
| Participation rate | 59.1% | 79.4%-20.3pp | 76.9%-17.8pp | 82.5%-23.4pp |
| Annual return | 21.37% | 28.10%-6.7pp | 28.19%-6.8pp | 345.46%-324.1pp |
| Employer contribution / active EE | $1,019 | $3,221-68.4% | $2,521-59.6% | $4,764-78.6% |
| Participant deferral / active EE | $1,864 | $4,778-61.0% | $4,049-54.0% | $5,851-68.1% |
| Admin fee / account holder | $3,195 | $12,195-73.8% | $7,491-57.4% | $11,601-72.5% |