Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $51,676 | $73,459-29.7% | $178,528-71.1% | $74,429-30.6% |
| Participation rate | 39.9% | 66.5%-26.7pp | 77.1%-37.2pp | 67.2%-27.3pp |
| Annual return | 18.42% | 17.50%+0.9pp | 27.11%-8.7pp | 1368.38%-1350.0pp |
| Employer contribution / active EE | $879 | $2,219-60.4% | $3,950-77.8% | $2,625-66.5% |
| Participant deferral / active EE | $3,334 | $4,515-26.2% | $6,278-46.9% | $4,348-23.3% |
| Admin fee / account holder | $6,267 | $1,812+245.9% | $10,419-39.9% | $1,944+222.3% |