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 | $21,704 | $107,809-79.9% | $97,032-77.6% | $155,188-86.0% |
| Participation rate | 53.8% | 75.5%-21.6pp | 71.6%-17.7pp | 80.8%-27.0pp |
| Annual return | 12.79% | 38.06%-25.3pp | 35.38%-22.6pp | 148.84%-136.1pp |
| Employer contribution / active EE | $853 | $2,911-70.7% | $2,629-67.5% | $4,248-79.9% |
| Participant deferral / active EE | $1,433 | $5,129-72.1% | $4,672-69.3% | $6,531-78.1% |
| Admin fee / account holder | $5,130 | $10,717-52.1% | $9,418-45.5% | $14,480-64.6% |