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 | $36,961 | $56,063-34.1% | $76,051-51.4% | $80,911-54.3% |
| Participation rate | 61.0% | 62.0%-1.1pp | 69.1%-8.1pp | 67.6%-6.7pp |
| Annual return | 23.92% | 20.54%+3.4pp | 360.42%-336.5pp | 35.63%-11.7pp |
| Employer contribution / active EE | $1,458 | $1,874-22.2% | $2,690-45.8% | $2,756-47.1% |
| Participant deferral / active EE | $3,078 | $3,052+0.8% | $4,257-27.7% | $4,297-28.4% |
| Admin fee / account holder | $1,856 | $5,240-64.6% | $6,416-71.1% | $6,935-73.2% |