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 | $28,657 | $78,682-63.6% | $109,188-73.8% | $85,851-66.6% |
| Participation rate | 63.0% | 68.3%-5.3pp | 75.9%-12.9pp | 69.3%-6.4pp |
| Annual return | 14.83% | 25.09%-10.3pp | 25.76%-10.9pp | 318.63%-303.8pp |
| Employer contribution / active EE | $3,342 | $2,734+22.2% | $3,723-10.2% | $2,565+30.3% |
| Participant deferral / active EE | $4,991 | $3,468+43.9% | $4,654+7.3% | $3,952+26.3% |
| Admin fee / account holder | $1,967 | $5,470-64.0% | $6,755-70.9% | $6,261-68.6% |