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 | $39,917 | $45,050-11.4% | $63,018-36.7% | $70,126-43.1% |
| Participation rate | 66.7% | 69.5%-2.8pp | 74.8%-8.1pp | 69.5%-2.9pp |
| Annual return | 13.42% | 18.76%-5.3pp | 87.62%-74.2pp | 73.15%-59.7pp |
| Employer contribution / active EE | $1,260 | $2,052-38.6% | $2,761-54.4% | $2,343-46.2% |
| Participant deferral / active EE | $2,254 | $2,466-8.6% | $3,330-32.3% | $3,332-32.3% |
| Admin fee / account holder | $422 | $2,834-85.1% | $3,601-88.3% | $4,645-90.9% |