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 | $35,453 | $77,638-54.3% | $156,551-77.4% | $62,881-43.6% |
| Participation rate | 50.0% | 71.2%-21.2pp | 84.0%-34.0pp | 69.3%-19.3pp |
| Annual return | 7.62% | 50.33%-42.7pp | 32.23%-24.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $383 | $3,444-88.9% | $5,501-93.0% | $2,281-83.2% |
| Participant deferral / active EE | $1,134 | $3,046-62.8% | $4,871-76.7% | $3,203-64.6% |
| Admin fee / account holder | $1,382 | $5,561-75.1% | $13,028-89.4% | $4,296-67.8% |