Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $32,883 | $93,598-64.9% | $135,974-75.8% | $75,173-56.3% |
| Participation rate | 57.6% | 75.2%-17.6pp | 81.9%-24.3pp | 67.2%-9.6pp |
| Annual return | 20.18% | 30.89%-10.7pp | 68.30%-48.1pp | 160.72%-140.5pp |
| Employer contribution / active EE | $1,244 | $3,538-64.8% | $4,859-74.4% | $2,671-53.4% |
| Participant deferral / active EE | $3,898 | $6,405-39.1% | $7,760-49.8% | $4,126-5.5% |
| Admin fee / account holder | $9,087 | $6,978+30.2% | $10,767-15.6% | $5,651+60.8% |