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 | $30,948 | $116,203-73.4% | $93,621-66.9% | $152,897-79.8% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.8%-18.7pp | 82.5%-25.3pp |
| Annual return | 22.04% | 35.96%-13.9pp | 32.76%-10.7pp | 345.43%-323.4pp |
| Employer contribution / active EE | $1,271 | $3,219-60.5% | $2,719-53.3% | $4,764-73.3% |
| Participant deferral / active EE | $2,241 | $4,605-51.3% | $4,070-44.9% | $5,851-61.7% |
| Admin fee / account holder | $2,785 | $10,751-74.1% | $7,890-64.7% | $11,599-76.0% |