Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $37,234 | $51,638-27.9% | $68,368-45.5% | $82,448-54.8% |
| Participation rate | 21.7% | 63.6%-41.9pp | 73.8%-52.0pp | 68.1%-46.3pp |
| Annual return | 19.10% | 37.53%-18.4pp | 292.57%-273.5pp | 41.64%-22.5pp |
| Employer contribution / active EE | $767 | $2,047-62.5% | $2,649-71.0% | $2,551-69.9% |
| Participant deferral / active EE | $805 | $2,914-72.4% | $4,123-80.5% | $4,139-80.6% |
| Admin fee / account holder | $5,118 | $4,643+10.2% | $5,150-0.6% | $7,234-29.3% |