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 | $33,729 | $61,787-45.4% | $97,197-65.3% | $80,925-58.3% |
| Participation rate | 18.8% | 63.5%-44.7pp | 72.7%-53.9pp | 67.7%-48.9pp |
| Annual return | 11.62% | -558.16%+569.8pp | 75.47%-63.8pp | 35.65%-24.0pp |
| Employer contribution / active EE | $2,481 | $1,836+35.1% | $2,723-8.9% | $2,756-10.0% |
| Participant deferral / active EE | $4,190 | $3,027+38.4% | $4,263-1.7% | $4,299-2.5% |
| Admin fee / account holder | $1,518 | $5,170-70.6% | $5,637-73.1% | $6,940-78.1% |