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 | $23,373 | $135,956-82.8% | $123,894-81.1% | $273,972-91.5% |
| Participation rate | 38.5% | 84.1%-45.6pp | 81.4%-42.9pp | 83.0%-44.6pp |
| Annual return | 4.10% | 56.63%-52.5pp | 47.52%-43.4pp | 41.46%-37.4pp |
| Employer contribution / active EE | $1,141 | $5,170-77.9% | $4,617-75.3% | $4,869-76.6% |
| Participant deferral / active EE | $4,959 | $6,343-21.8% | $5,984-17.1% | $5,287-6.2% |
| Admin fee / account holder | $3,582 | $9,817-63.5% | $8,357-57.1% | $10,133-64.6% |