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 | $31,564 | $77,638-59.3% | $156,551-79.8% | $62,881-49.8% |
| Participation rate | 34.2% | 71.2%-37.0pp | 84.0%-49.8pp | 69.3%-35.1pp |
| Annual return | 7.10% | 50.33%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,020 | $3,444-70.4% | $5,501-81.5% | $2,281-55.3% |
| Participant deferral / active EE | $1,020 | $3,046-66.5% | $4,871-79.1% | $3,203-68.2% |
| Admin fee / account holder | $2,702 | $5,561-51.4% | $13,028-79.3% | $4,296-37.1% |