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 | $31,374 | $83,337-62.4% | $67,834-53.7% | $273,972-88.5% |
| Participation rate | 56.5% | 76.4%-19.9pp | 68.8%-12.3pp | 83.0%-26.5pp |
| Annual return | 6.05% | 259.45%-253.4pp | 138.47%-132.4pp | 41.46%-35.4pp |
| Employer contribution / active EE | $1,175 | $3,287-64.3% | $2,403-51.1% | $4,869-75.9% |
| Participant deferral / active EE | $3,904 | $4,088-4.5% | $3,160+23.5% | $5,287-26.2% |
| Admin fee / account holder | $1,637 | $6,752-75.8% | $4,622-64.6% | $10,133-83.8% |