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 | $36,797 | $36,595+0.6% | $88,179-58.3% | $71,012-48.2% |
| Participation rate | 13.1% | 29.2%-16.1pp | 69.1%-56.0pp | 58.6%-45.4pp |
| Annual return | 17.71% | 61.46%-43.8pp | 64.97%-47.3pp | 37.67%-20.0pp |
| Employer contribution / active EE | $369 | $787-53.1% | $2,549-85.5% | $2,348-84.3% |
| Participant deferral / active EE | $399 | $1,195-66.6% | $4,614-91.3% | $3,246-87.7% |
| Admin fee / account holder | $6,599 | $2,755+139.6% | $7,673-14.0% | $1,167+465.4% |