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 | $34,688 | $95,406-63.6% | $185,849-81.3% | $85,847-59.6% |
| Participation rate | 34.7% | 68.8%-34.1pp | 81.7%-47.0pp | 69.3%-34.7pp |
| Annual return | 13.12% | 23.59%-10.5pp | 122.10%-109.0pp | 318.61%-305.5pp |
| Employer contribution / active EE | $1,506 | $3,314-54.6% | $5,169-70.9% | $2,565-41.3% |
| Participant deferral / active EE | $3,514 | $3,424+2.6% | $5,569-36.9% | $3,952-11.1% |
| Admin fee / account holder | $2,332 | $7,214-67.7% | $16,244-85.6% | $6,261-62.8% |