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 | $34,509 | $53,128-35.0% | $86,582-60.1% | $70,126-50.8% |
| Participation rate | 62.1% | 65.3%-3.2pp | 73.5%-11.5pp | 69.5%-7.5pp |
| Annual return | 17.70% | 27.66%-10.0pp | 965.08%-947.4pp | 73.15%-55.4pp |
| Employer contribution / active EE | $1,001 | $2,068-51.6% | $2,839-64.7% | $2,343-57.3% |
| Participant deferral / active EE | $2,185 | $2,695-18.9% | $3,609-39.4% | $3,332-34.4% |
| Admin fee / account holder | $1,974 | $3,584-44.9% | $4,904-59.7% | $4,645-57.5% |