Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $27,625 | $85,030-67.5% | $70,525-60.8% | $139,427-80.2% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.4%-18.4pp | 80.3%-30.3pp |
| Annual return | 28.41% | 30.35%-1.9pp | 32.76%-4.3pp | 373.27%-344.9pp |
| Employer contribution / active EE | $657 | $3,909-83.2% | $2,974-77.9% | $4,752-86.2% |
| Participant deferral / active EE | $2,364 | $5,891-59.9% | $4,567-48.2% | $6,711-64.8% |
| Admin fee / account holder | $479 | $8,908-94.6% | $6,413-92.5% | $11,404-95.8% |