Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $25,128 | $211,239-88.1% | $178,528-85.9% | $145,877-82.8% |
| Participation rate | 68.8% | 80.8%-12.0pp | 77.1%-8.4pp | 80.3%-11.6pp |
| Annual return | 13.36% | 30.22%-16.9pp | 27.11%-13.8pp | 551.28%-537.9pp |
| Employer contribution / active EE | $1,144 | $4,570-75.0% | $3,950-71.0% | $4,663-75.5% |
| Participant deferral / active EE | $3,861 | $6,963-44.5% | $6,278-38.5% | $6,691-42.3% |
| Admin fee / account holder | $1,642 | $12,095-86.4% | $10,419-84.2% | $13,402-87.7% |