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 | $38,232 | $77,419-50.6% | $69,461-45.0% | $152,885-75.0% |
| Participation rate | 61.1% | 78.1%-17.0pp | 74.6%-13.5pp | 82.5%-21.3pp |
| Annual return | 29.72% | 39.07%-9.3pp | 28.97%+0.7pp | 345.39%-315.7pp |
| Employer contribution / active EE | $3,865 | $3,315+16.6% | $2,779+39.0% | $4,763-18.9% |
| Participant deferral / active EE | $7,256 | $4,414+64.4% | $3,536+105.2% | $5,851+24.0% |
| Admin fee / account holder | $3,182 | $6,207-48.7% | $3,840-17.1% | $11,598-72.6% |