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 | $33,696 | $98,766-65.9% | $149,730-77.5% | $79,852-57.8% |
| Participation rate | 51.6% | 75.8%-24.2pp | 82.5%-30.9pp | 69.6%-18.0pp |
| Annual return | 20.37% | 27.43%-7.1pp | 276.70%-256.3pp | 31.72%-11.3pp |
| Employer contribution / active EE | $2,357 | $3,217-26.7% | $4,645-49.3% | $2,471-4.6% |
| Participant deferral / active EE | $4,972 | $5,681-12.5% | $6,843-27.3% | $3,740+32.9% |
| Admin fee / account holder | $1,510 | $6,052-75.0% | $9,310-83.8% | $5,306-71.5% |