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 | $40,241 | $100,003-59.8% | $146,685-72.6% | $85,856-53.1% |
| Participation rate | 58.9% | 73.1%-14.1pp | 80.1%-21.1pp | 69.3%-10.4pp |
| Annual return | 14.76% | 18.93%-4.2pp | 22.75%-8.0pp | 318.58%-303.8pp |
| Employer contribution / active EE | $1,345 | $2,559-47.4% | $4,137-67.5% | $2,565-47.6% |
| Participant deferral / active EE | $2,272 | $4,006-43.3% | $5,507-58.7% | $3,952-42.5% |
| Admin fee / account holder | $2,268 | $7,704-70.6% | $10,281-77.9% | $6,261-63.8% |