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 | $34,671 | $162,785-78.7% | $133,959-74.1% | $158,950-78.2% |
| Participation rate | 68.8% | 83.2%-14.5pp | 79.8%-11.1pp | 82.0%-13.2pp |
| Annual return | 10.20% | 41.94%-31.7pp | 45.09%-34.9pp | 302.91%-292.7pp |
| Employer contribution / active EE | $1,310 | $4,975-73.7% | $3,919-66.6% | $4,762-72.5% |
| Participant deferral / active EE | $4,960 | $5,910-16.1% | $5,047-1.7% | $5,983-17.1% |
| Admin fee / account holder | $3,391 | $11,738-71.1% | $8,928-62.0% | $11,248-69.9% |