Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $39,389 | $58,311-32.4% | $81,882-51.9% | $80,959-51.3% |
| Participation rate | 35.1% | 63.5%-28.4pp | 72.4%-37.3pp | 67.7%-32.5pp |
| Annual return | 15.55% | 41.85%-26.3pp | 779.47%-763.9pp | 35.67%-20.1pp |
| Employer contribution / active EE | $860 | $2,347-63.3% | $2,916-70.5% | $2,757-68.8% |
| Participant deferral / active EE | $3,300 | $3,287+0.4% | $4,323-23.7% | $4,300-23.3% |
| Admin fee / account holder | $7,558 | $4,752+59.1% | $7,360+2.7% | $6,925+9.1% |