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 | $26,232 | $91,198-71.2% | $178,503-85.3% | $79,856-67.2% |
| Participation rate | 56.7% | 69.2%-12.5pp | 81.9%-25.3pp | 69.6%-13.0pp |
| Annual return | 20.00% | 24.20%-4.2pp | 151.12%-131.1pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,433 | $3,257-56.0% | $5,011-71.4% | $2,471-42.0% |
| Participant deferral / active EE | $3,054 | $3,237-5.6% | $5,202-41.3% | $3,741-18.3% |
| Admin fee / account holder | $1,580 | $6,748-76.6% | $13,987-88.7% | $5,306-70.2% |