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 | $34,519 | $27,243+26.7% | $52,425-34.2% | $79,634-56.7% |
| Participation rate | 22.4% | 22.4%0pp | 55.6%-33.2pp | 62.5%-40.1pp |
| Annual return | 14.27% | 63.36%-49.1pp | 302.12%-287.9pp | 36.46%-22.2pp |
| Employer contribution / active EE | $192 | $319-39.8% | $914-79.0% | $2,529-92.4% |
| Participant deferral / active EE | $1,027 | $636+61.7% | $1,790-42.6% | $3,835-73.2% |
| Admin fee / account holder | $1,748 | $2,105-17.0% | $2,495-30.0% | $1,002+74.4% |