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 | $34,248 | $185,312-81.5% | $161,489-78.8% | $154,746-77.9% |
| Participation rate | 61.1% | 82.5%-21.4pp | 78.7%-17.6pp | 80.7%-19.6pp |
| Annual return | 17.11% | 103.84%-86.7pp | 89.72%-72.6pp | 172.34%-155.2pp |
| Employer contribution / active EE | $2,514 | $4,769-47.3% | $4,268-41.1% | $4,379-42.6% |
| Participant deferral / active EE | $2,742 | $6,350-56.8% | $5,630-51.3% | $6,730-59.3% |
| Admin fee / account holder | $519 | $18,654-97.2% | $16,006-96.8% | $14,365-96.4% |