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 | $40,609 | $73,978-45.1% | $96,515-57.9% | $75,173-46.0% |
| Participation rate | 59.3% | 66.4%-7.2pp | 74.3%-15.1pp | 67.2%-7.9pp |
| Annual return | 13.92% | 26.72%-12.8pp | 35.73%-21.8pp | 160.72%-146.8pp |
| Employer contribution / active EE | $1,188 | $2,931-59.5% | $3,740-68.2% | $2,671-55.5% |
| Participant deferral / active EE | $2,512 | $3,660-31.4% | $4,880-48.5% | $4,126-39.1% |
| Admin fee / account holder | $1,163 | $5,219-77.7% | $6,735-82.7% | $5,651-79.4% |