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 | $29,434 | $78,428-62.5% | $95,960-69.3% | $79,852-63.1% |
| Participation rate | 40.0% | 73.5%-33.5pp | 77.1%-37.1pp | 69.6%-29.6pp |
| Annual return | 14.86% | 19.37%-4.5pp | 91.63%-76.8pp | 31.72%-16.9pp |
| Employer contribution / active EE | $975 | $1,945-49.9% | $2,541-61.6% | $2,471-60.5% |
| Participant deferral / active EE | $1,737 | $3,440-49.5% | $4,167-58.3% | $3,740-53.6% |
| Admin fee / account holder | $4,594 | $5,622-18.3% | $6,797-32.4% | $5,306-13.4% |