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 | $29,999 | $73,988-59.5% | $96,538-68.9% | $75,177-60.1% |
| Participation rate | 60.8% | 66.4%-5.6pp | 74.3%-13.6pp | 67.2%-6.4pp |
| Annual return | 18.91% | 26.73%-7.8pp | 35.74%-16.8pp | 160.75%-141.8pp |
| Employer contribution / active EE | $1,848 | $2,930-36.9% | $3,740-50.6% | $2,671-30.8% |
| Participant deferral / active EE | $3,829 | $3,660+4.6% | $4,880-21.6% | $4,126-7.2% |
| Admin fee / account holder | $870 | $5,220-83.3% | $6,737-87.1% | $5,651-84.6% |