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 | $22,389 | $127,387-82.4% | $115,038-80.5% | $125,389-82.1% |
| Participation rate | 63.6% | 84.2%-20.5pp | 81.4%-17.7pp | 83.2%-19.6pp |
| Annual return | -1.21% | 31.28%-32.5pp | 26.14%-27.3pp | 282.24%-283.4pp |
| Employer contribution / active EE | $2,834 | $5,166-45.1% | $4,608-38.5% | $4,866-41.8% |
| Participant deferral / active EE | $4,615 | $6,423-28.1% | $6,026-23.4% | $5,352-13.8% |
| Admin fee / account holder | $1,275 | $9,516-86.6% | $8,175-84.4% | $9,541-86.6% |