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 | $45,236 | $55,457-18.4% | $77,361-41.5% | $94,015-51.9% |
| Participation rate | 62.3% | 69.8%-7.5pp | 75.0%-12.6pp | 70.8%-8.5pp |
| Annual return | 12.65% | 15.57%-2.9pp | 1011.54%-998.9pp | 17.84%-5.2pp |
| Employer contribution / active EE | $909 | $2,255-59.7% | $2,990-69.6% | $2,790-67.4% |
| Participant deferral / active EE | $2,840 | $3,069-7.5% | $3,911-27.4% | $4,249-33.2% |
| Admin fee / account holder | $3,438 | $4,334-20.7% | $5,894-41.7% | $8,951-61.6% |