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 | $25,613 | $134,817-81.0% | $123,973-79.3% | $155,188-83.5% |
| Participation rate | 53.8% | 79.4%-25.6pp | 76.7%-22.8pp | 80.8%-27.0pp |
| Annual return | 14.35% | 515.49%-501.1pp | 388.13%-373.8pp | 148.84%-134.5pp |
| Employer contribution / active EE | $986 | $4,425-77.7% | $4,126-76.1% | $4,248-76.8% |
| Participant deferral / active EE | $2,674 | $5,706-53.1% | $5,247-49.0% | $6,531-59.1% |
| Admin fee / account holder | $2,464 | $13,245-81.4% | $11,799-79.1% | $14,480-83.0% |