Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $32,160 | $106,247-69.7% | $96,515-66.7% | $139,466-76.9% |
| Participation rate | 68.4% | 77.8%-9.4pp | 74.3%-5.9pp | 80.3%-11.9pp |
| Annual return | 12.84% | 38.47%-25.6pp | 35.73%-22.9pp | 373.66%-360.8pp |
| Employer contribution / active EE | $1,340 | $4,106-67.4% | $3,740-64.2% | $4,754-71.8% |
| Participant deferral / active EE | $4,064 | $5,456-25.5% | $4,880-16.7% | $6,712-39.5% |
| Admin fee / account holder | $1,260 | $7,885-84.0% | $6,735-81.3% | $11,409-89.0% |