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 | $33,456 | $162,812-79.5% | $133,971-75.0% | $158,966-79.0% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 18.58% | 41.94%-23.4pp | 45.09%-26.5pp | 302.95%-284.4pp |
| Employer contribution / active EE | $1,853 | $4,976-62.8% | $3,919-52.7% | $4,762-61.1% |
| Participant deferral / active EE | $2,619 | $5,910-55.7% | $5,047-48.1% | $5,983-56.2% |
| Admin fee / account holder | $607 | $11,741-94.8% | $8,929-93.2% | $11,250-94.6% |