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 | $37,035 | $102,429-63.8% | $147,096-74.8% | $80,925-54.2% |
| Participation rate | 49.3% | 75.9%-26.6pp | 82.2%-32.9pp | 67.7%-18.4pp |
| Annual return | 14.50% | 135.02%-120.5pp | 419.75%-405.3pp | 35.65%-21.2pp |
| Employer contribution / active EE | $1,552 | $3,716-58.2% | $4,936-68.6% | $2,756-43.7% |
| Participant deferral / active EE | $4,601 | $6,649-30.8% | $8,071-43.0% | $4,299+7.0% |
| Admin fee / account holder | $3,614 | $7,957-54.6% | $13,005-72.2% | $6,940-47.9% |