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 | $40,460 | $76,407-47.0% | $150,298-73.1% | $82,448-50.9% |
| Participation rate | 56.8% | 66.4%-9.6pp | 77.8%-20.9pp | 68.1%-11.2pp |
| Annual return | 20.34% | 39.99%-19.7pp | 62.79%-42.4pp | 41.64%-21.3pp |
| Employer contribution / active EE | $1,375 | $2,614-47.4% | $4,154-66.9% | $2,551-46.1% |
| Participant deferral / active EE | $2,988 | $3,214-7.0% | $5,453-45.2% | $4,139-27.8% |
| Admin fee / account holder | $604 | $6,352-90.5% | $14,116-95.7% | $7,234-91.6% |