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 | $38,300 | $99,994-61.7% | $146,643-73.9% | $85,847-55.4% |
| Participation rate | 64.6% | 73.1%-8.5pp | 80.1%-15.5pp | 69.3%-4.8pp |
| Annual return | 13.67% | 18.93%-5.3pp | 22.75%-9.1pp | 318.61%-304.9pp |
| Employer contribution / active EE | $1,003 | $2,559-60.8% | $4,137-75.8% | $2,565-60.9% |
| Participant deferral / active EE | $1,874 | $4,006-53.2% | $5,506-66.0% | $3,952-52.6% |
| Admin fee / account holder | $407 | $7,703-94.7% | $10,280-96.0% | $6,261-93.5% |