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 | $26,966 | $98,766-72.7% | $149,730-82.0% | $79,852-66.2% |
| Participation rate | 58.2% | 75.8%-17.6pp | 82.5%-24.3pp | 69.6%-11.4pp |
| Annual return | 19.77% | 27.43%-7.7pp | 276.70%-256.9pp | 31.72%-11.9pp |
| Employer contribution / active EE | $1,461 | $3,217-54.6% | $4,645-68.6% | $2,471-40.9% |
| Participant deferral / active EE | $2,588 | $5,681-54.4% | $6,843-62.2% | $3,740-30.8% |
| Admin fee / account holder | $560 | $6,052-90.7% | $9,310-94.0% | $5,306-89.4% |