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 | $30,354 | $117,846-74.2% | $102,434-70.4% | $145,884-79.2% |
| Participation rate | 55.6% | 78.6%-23.1pp | 76.5%-21.0pp | 80.3%-24.7pp |
| Annual return | 10.04% | 31.90%-21.9pp | 29.46%-19.4pp | 551.85%-541.8pp |
| Employer contribution / active EE | $2,230 | $3,615-38.3% | $3,023-26.2% | $4,662-52.2% |
| Participant deferral / active EE | $5,492 | $5,733-4.2% | $5,055+8.7% | $6,690-17.9% |
| Admin fee / account holder | $534 | $13,356-96.0% | $9,462-94.4% | $13,392-96.0% |