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 | $40,144 | $57,352-30.0% | $83,830-52.1% | $64,173-37.4% |
| Participation rate | 34.9% | 68.6%-33.7pp | 76.1%-41.2pp | 69.6%-34.6pp |
| Annual return | 3.14% | 11.38%-8.2pp | 850.97%-847.8pp | 7.63%-4.5pp |
| Employer contribution / active EE | $572 | $2,546-77.5% | $3,631-84.3% | $2,381-76.0% |
| Participant deferral / active EE | $1,603 | $2,993-46.4% | $4,082-60.7% | $3,470-53.8% |
| Admin fee / account holder | $8,734 | $4,046+115.9% | $5,479+59.4% | $4,887+78.7% |