Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $32,085 | $63,433-49.4% | $63,803-49.7% | $64,097-49.9% |
| Participation rate | 63.6% | 65.0%-1.4pp | 72.7%-9.1pp | 55.2%+8.4pp |
| Annual return | 15.79% | 20.74%-4.9pp | 543.72%-527.9pp | 34.64%-18.9pp |
| Employer contribution / active EE | $1,916 | $2,332-17.8% | $2,532-24.3% | $1,891+1.3% |
| Participant deferral / active EE | $2,512 | $3,119-19.5% | $3,843-34.6% | $3,080-18.4% |
| Admin fee / account holder | $4,269 | $1,489+186.6% | $5,196-17.8% | $3,454+23.6% |