Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $39,707 | $51,736-23.3% | $120,225-67.0% | $67,986-41.6% |
| Participation rate | 38.0% | 46.1%-8.1pp | 69.6%-31.6pp | 57.2%-19.2pp |
| Annual return | 24.48% | 31.98%-7.5pp | 439.23%-414.7pp | 31.67%-7.2pp |
| Employer contribution / active EE | $947 | $1,071-11.6% | $3,475-72.8% | $2,019-53.1% |
| Participant deferral / active EE | $1,715 | $2,206-22.3% | $3,999-57.1% | $3,358-48.9% |
| Admin fee / account holder | $1,490 | $4,159-64.2% | $5,696-73.8% | $3,203-53.5% |