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 | $39,700 | $65,961-39.8% | $180,320-78.0% | $94,015-57.8% |
| Participation rate | 58.3% | 61.3%-2.9pp | 71.5%-13.2pp | 70.8%-12.5pp |
| Annual return | 17.55% | 14.27%+3.3pp | 778.54%-761.0pp | 17.84%-0.3pp |
| Employer contribution / active EE | $510 | $1,737-70.6% | $4,108-87.6% | $2,790-81.7% |
| Participant deferral / active EE | $2,344 | $3,003-22.0% | $4,304-45.5% | $4,249-44.8% |
| Admin fee / account holder | $1,117 | $4,901-77.2% | $10,000-88.8% | $8,951-87.5% |