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 | $30,624 | $78,428-61.0% | $95,960-68.1% | $79,852-61.6% |
| Participation rate | 64.1% | 73.5%-9.4pp | 77.1%-13.0pp | 69.6%-5.5pp |
| Annual return | 10.38% | 19.37%-9.0pp | 91.63%-81.3pp | 31.72%-21.3pp |
| Employer contribution / active EE | $810 | $1,945-58.3% | $2,541-68.1% | $2,471-67.2% |
| Participant deferral / active EE | $1,590 | $3,440-53.8% | $4,167-61.9% | $3,740-57.5% |
| Admin fee / account holder | $14,212 | $5,622+152.8% | $6,797+109.1% | $5,306+167.8% |