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 | $15,387 | $59,804-74.3% | $81,982-81.2% | $79,856-80.7% |
| Participation rate | 61.1% | 61.6%-0.5pp | 69.3%-8.1pp | 69.6%-8.5pp |
| Annual return | 28.43% | 17.56%+10.9pp | 41.31%-12.9pp | 31.71%-3.3pp |
| Employer contribution / active EE | $1,771 | $1,713+3.3% | $2,498-29.1% | $2,471-28.3% |
| Participant deferral / active EE | $2,633 | $2,695-2.3% | $3,722-29.3% | $3,741-29.6% |
| Admin fee / account holder | $1,013 | $4,288-76.4% | $5,665-82.1% | $5,306-80.9% |