Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $28,953 | $98,760-70.7% | $149,715-80.7% | $79,858-63.7% |
| Participation rate | 48.2% | 75.8%-27.5pp | 82.5%-34.2pp | 69.6%-21.4pp |
| Annual return | 43.10% | 27.43%+15.7pp | 276.66%-233.6pp | 31.72%+11.4pp |
| Employer contribution / active EE | $1,202 | $3,217-62.6% | $4,645-74.1% | $2,471-51.3% |
| Participant deferral / active EE | $3,707 | $5,681-34.7% | $6,842-45.8% | $3,740-0.9% |
| Admin fee / account holder | $882 | $6,053-85.4% | $9,310-90.5% | $5,306-83.4% |