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 | $31,059 | $75,962-59.1% | $154,108-79.8% | $64,173-51.6% |
| Participation rate | 53.8% | 70.4%-16.7pp | 83.0%-29.3pp | 69.6%-15.8pp |
| Annual return | 12.70% | 30.32%-17.6pp | 735.21%-722.5pp | 7.63%+5.1pp |
| Employer contribution / active EE | $1,119 | $3,350-66.6% | $5,298-78.9% | $2,381-53.0% |
| Participant deferral / active EE | $1,715 | $3,175-46.0% | $5,081-66.3% | $3,470-50.6% |
| Admin fee / account holder | $1,473 | $5,589-73.7% | $13,411-89.0% | $4,887-69.9% |