Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $38,063 | $51,736-26.4% | $120,225-68.3% | $67,986-44.0% |
| Participation rate | 36.0% | 46.1%-10.1pp | 69.6%-33.6pp | 57.2%-21.2pp |
| Annual return | 15.14% | 31.98%-16.8pp | 439.23%-424.1pp | 31.67%-16.5pp |
| Employer contribution / active EE | $785 | $1,071-26.7% | $3,475-77.4% | $2,019-61.1% |
| Participant deferral / active EE | $1,791 | $2,206-18.8% | $3,999-55.2% | $3,358-46.7% |
| Admin fee / account holder | $4,804 | $4,159+15.5% | $5,696-15.7% | $3,203+50.0% |