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 | $31,210 | $78,670-60.3% | $109,173-71.4% | $85,847-63.6% |
| Participation rate | 67.3% | 68.3%-0.9pp | 75.9%-8.5pp | 69.3%-2.0pp |
| Annual return | 15.19% | 25.09%-9.9pp | 25.75%-10.6pp | 318.61%-303.4pp |
| Employer contribution / active EE | $2,127 | $2,734-22.2% | $3,723-42.9% | $2,565-17.1% |
| Participant deferral / active EE | $2,272 | $3,467-34.5% | $4,654-51.2% | $3,952-42.5% |
| Admin fee / account holder | $6,184 | $5,469+13.1% | $6,755-8.5% | $6,261-1.2% |