Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $33,866 | $81,208-58.3% | $98,920-65.8% | $79,856-57.6% |
| Participation rate | 54.0% | 72.5%-18.5pp | 76.0%-22.0pp | 69.6%-15.6pp |
| Annual return | 26.39% | 60.99%-34.6pp | 196.47%-170.1pp | 31.71%-5.3pp |
| Employer contribution / active EE | $1,145 | $1,960-41.6% | $2,689-57.4% | $2,471-53.7% |
| Participant deferral / active EE | $1,745 | $3,265-46.5% | $4,245-58.9% | $3,741-53.3% |
| Admin fee / account holder | $691 | $6,013-88.5% | $6,643-89.6% | $5,306-87.0% |