Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $30,267 | $47,105-35.7% | $68,368-55.7% | $67,986-55.5% |
| Participation rate | 61.7% | 51.8%+9.9pp | 73.8%-12.1pp | 57.2%+4.5pp |
| Annual return | 18.92% | 48.37%-29.5pp | 292.57%-273.7pp | 31.67%-12.7pp |
| Employer contribution / active EE | $1,072 | $1,859-42.3% | $2,649-59.5% | $2,019-46.9% |
| Participant deferral / active EE | $1,639 | $2,374-30.9% | $4,123-60.2% | $3,358-51.2% |
| Admin fee / account holder | $1,542 | $2,435-36.7% | $5,150-70.1% | $3,203-51.9% |