Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $28,810 | $67,823-57.5% | $52,425-45.0% | $137,256-79.0% |
| Participation rate | 34.8% | 63.9%-29.1pp | 55.6%-20.8pp | 80.0%-45.2pp |
| Annual return | 10.67% | 219.11%-208.4pp | 302.12%-291.4pp | 220.34%-209.7pp |
| Employer contribution / active EE | $994 | $1,163-14.6% | $914+8.7% | $4,156-76.1% |
| Participant deferral / active EE | $2,573 | $2,288+12.4% | $1,790+43.7% | $6,407-59.8% |
| Admin fee / account holder | $398 | $2,844-86.0% | $2,495-84.0% | $12,270-96.8% |