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 | $35,695 | $80,753-55.8% | $136,298-73.8% | $62,293-42.7% |
| Participation rate | 48.6% | 73.5%-24.9pp | 81.9%-33.3pp | 69.5%-20.9pp |
| Annual return | 19.08% | 35.83%-16.8pp | 5156.27%-5137.2pp | 28.90%-9.8pp |
| Employer contribution / active EE | $1,595 | $2,884-44.7% | $4,696-66.0% | $2,042-21.9% |
| Participant deferral / active EE | $3,139 | $5,164-39.2% | $6,247-49.8% | $3,169-0.9% |
| Admin fee / account holder | $3,263 | $525+521.1% | $9,244-64.7% | $479+580.8% |