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 | $35,246 | $48,364-27.1% | $71,796-50.9% | $62,881-43.9% |
| Participation rate | 48.1% | 60.6%-12.5pp | 69.1%-21.0pp | 69.3%-21.2pp |
| Annual return | 10.18% | 13.16%-3.0pp | 78.04%-67.9pp | 20.14%-10.0pp |
| Employer contribution / active EE | $1,189 | $1,042+14.1% | $1,924-38.2% | $2,281-47.9% |
| Participant deferral / active EE | $1,739 | $2,091-16.9% | $2,794-37.8% | $3,203-45.7% |
| Admin fee / account holder | $1,564 | $3,771-58.5% | $4,815-67.5% | $4,296-63.6% |