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 | $31,368 | $201,370-84.4% | $184,256-83.0% | $145,897-78.5% |
| Participation rate | 55.6% | 87.5%-31.9pp | 86.8%-31.3pp | 80.3%-24.8pp |
| Annual return | 12.30% | 29.05%-16.7pp | 28.85%-16.5pp | 552.29%-540.0pp |
| Employer contribution / active EE | $1,631 | $7,024-76.8% | $6,427-74.6% | $4,663-65.0% |
| Participant deferral / active EE | $3,683 | $9,808-62.4% | $9,133-59.7% | $6,689-44.9% |
| Admin fee / account holder | $4,081 | $16,364-75.1% | $13,899-70.6% | $13,390-69.5% |