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 | $41,211 | $45,126-8.7% | $85,187-51.6% | $74,459-44.7% |
| Participation rate | 52.6% | 49.4%+3.2pp | 67.5%-15.0pp | 67.2%-14.7pp |
| Annual return | 12.70% | 26.30%-13.6pp | 66.67%-54.0pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $1,797 | $1,460+23.1% | $2,732-34.2% | $2,626-31.6% |
| Participant deferral / active EE | $2,757 | $2,738+0.7% | $4,525-39.1% | $4,350-36.6% |
| Admin fee / account holder | $3,342 | $2,212+51.1% | $6,162-45.8% | $1,945+71.8% |