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 | $23,058 | $151,427-84.8% | $112,860-79.6% | $154,746-85.1% |
| Participation rate | 47.4% | 69.1%-21.8pp | 66.3%-18.9pp | 80.7%-33.3pp |
| Annual return | 19.28% | 30.95%-11.7pp | 35.26%-16.0pp | 172.34%-153.1pp |
| Employer contribution / active EE | $1,148 | $2,750-58.2% | $2,206-47.9% | $4,379-73.8% |
| Participant deferral / active EE | $1,245 | $4,285-70.9% | $3,493-64.4% | $6,730-81.5% |
| Admin fee / account holder | $1,934 | $7,369-73.8% | $6,841-71.7% | $14,365-86.5% |