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 | $41,658 | $69,977-40.5% | $108,582-61.6% | $62,881-33.8% |
| Participation rate | 53.3% | 72.9%-19.6pp | 79.6%-26.2pp | 69.3%-16.0pp |
| Annual return | 8.11% | 10.73%-2.6pp | -51.70%+59.8pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,300 | $2,135-39.1% | $3,758-65.4% | $2,281-43.0% |
| Participant deferral / active EE | $4,000 | $3,165+26.4% | $4,311-7.2% | $3,203+24.9% |
| Admin fee / account holder | $2,081 | $5,076-59.0% | $7,645-72.8% | $4,296-51.6% |