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 | $32,026 | $81,208-60.6% | $98,920-67.6% | $79,852-59.9% |
| Participation rate | 62.5% | 72.5%-10.0pp | 76.0%-13.5pp | 69.6%-7.1pp |
| Annual return | 16.32% | 60.99%-44.7pp | 196.47%-180.2pp | 31.72%-15.4pp |
| Employer contribution / active EE | $1,777 | $1,960-9.3% | $2,689-33.9% | $2,471-28.1% |
| Participant deferral / active EE | $3,809 | $3,265+16.7% | $4,245-10.3% | $3,740+1.8% |
| Admin fee / account holder | $1,955 | $6,013-67.5% | $6,643-70.6% | $5,306-63.2% |