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 | $29,736 | $45,119-34.1% | $85,126-65.1% | $74,429-60.0% |
| Participation rate | 54.0% | 49.4%+4.7pp | 67.5%-13.5pp | 67.2%-13.2pp |
| Annual return | 13.71% | 26.28%-12.6pp | 66.63%-52.9pp | 1368.38%-1354.7pp |
| Employer contribution / active EE | $1,581 | $1,460+8.3% | $2,731-42.1% | $2,625-39.7% |
| Participant deferral / active EE | $2,489 | $2,738-9.1% | $4,523-45.0% | $4,348-42.8% |
| Admin fee / account holder | $6,152 | $2,214+177.9% | $6,160-0.1% | $1,944+216.4% |