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 | $34,328 | $89,367-61.6% | $141,191-75.7% | $72,975-53.0% |
| Participation rate | 61.1% | 75.1%-14.0pp | 82.5%-21.4pp | 69.5%-8.4pp |
| Annual return | 24.53% | 111.87%-87.3pp | 71.41%-46.9pp | 81.01%-56.5pp |
| Employer contribution / active EE | $1,594 | $3,115-48.8% | $4,736-66.4% | $2,440-34.7% |
| Participant deferral / active EE | $3,390 | $5,419-37.4% | $6,710-49.5% | $3,608-6.0% |
| Admin fee / account holder | $5,683 | $5,957-4.6% | $10,264-44.6% | $5,124+10.9% |