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 | $35,677 | $88,672-59.8% | $105,223-66.1% | $82,448-56.7% |
| Participation rate | 48.3% | 67.9%-19.6pp | 75.0%-26.8pp | 68.1%-19.8pp |
| Annual return | 20.42% | 30.86%-10.4pp | 180.65%-160.2pp | 41.64%-21.2pp |
| Employer contribution / active EE | $1,693 | $3,048-44.4% | $3,689-54.1% | $2,551-33.6% |
| Participant deferral / active EE | $3,835 | $4,036-5.0% | $5,072-24.4% | $4,139-7.4% |
| Admin fee / account holder | $5,252 | $7,146-26.5% | $8,859-40.7% | $7,234-27.4% |