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 | $55,391 | $172,111-67.8% | $150,298-63.1% | $137,256-59.6% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 15.03% | 69.37%-54.3pp | 62.79%-47.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,204 | $4,636-74.0% | $4,154-71.0% | $4,156-71.0% |
| Participant deferral / active EE | $2,064 | $6,166-66.5% | $5,453-62.1% | $6,407-67.8% |
| Admin fee / account holder | $1,222 | $16,471-92.6% | $14,116-91.3% | $12,270-90.0% |