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 | $27,515 | $98,776-72.1% | $149,745-81.6% | $79,856-65.5% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.5%-22.5pp | 69.6%-9.6pp |
| Annual return | 18.68% | 27.38%-8.7pp | 276.72%-258.0pp | 31.71%-13.0pp |
| Employer contribution / active EE | $1,486 | $3,217-53.8% | $4,646-68.0% | $2,471-39.9% |
| Participant deferral / active EE | $2,600 | $5,681-54.2% | $6,843-62.0% | $3,741-30.5% |
| Admin fee / account holder | $2,068 | $6,053-65.8% | $9,312-77.8% | $5,306-61.0% |