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 | $174,379-68.2% | $152,093-63.6% | $138,895-60.1% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.8%-37.8pp | 79.9%-39.9pp |
| Annual return | 15.03% | 74.86%-59.8pp | 66.36%-51.3pp | 145.39%-130.4pp |
| Employer contribution / active EE | $1,204 | $4,652-74.1% | $4,175-71.2% | $4,194-71.3% |
| Participant deferral / active EE | $2,064 | $6,159-66.5% | $5,451-62.1% | $6,396-67.7% |
| Admin fee / account holder | $1,222 | $16,880-92.8% | $14,497-91.6% | $12,562-90.3% |