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 | $34,376 | $88,672-61.2% | $105,223-67.3% | $82,448-58.3% |
| Participation rate | 29.1% | 67.9%-38.8pp | 75.0%-45.9pp | 68.1%-39.0pp |
| Annual return | 19.29% | 30.86%-11.6pp | 180.65%-161.4pp | 41.64%-22.4pp |
| Employer contribution / active EE | $908 | $3,048-70.2% | $3,689-75.4% | $2,551-64.4% |
| Participant deferral / active EE | $1,836 | $4,036-54.5% | $5,072-63.8% | $4,139-55.7% |
| Admin fee / account holder | $2,768 | $7,146-61.3% | $8,859-68.8% | $7,234-61.7% |