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 | $38,260 | $86,891-56.0% | $142,516-73.2% | $75,173-49.1% |
| Participation rate | 33.3% | 68.5%-35.2pp | 76.8%-43.4pp | 67.2%-33.9pp |
| Annual return | 20.18% | 23.31%-3.1pp | 19.99%+0.2pp | 160.72%-140.5pp |
| Employer contribution / active EE | $1,477 | $3,355-56.0% | $4,849-69.5% | $2,671-44.7% |
| Participant deferral / active EE | $2,618 | $4,938-47.0% | $6,280-58.3% | $4,126-36.5% |
| Admin fee / account holder | $10,415 | $7,299+42.7% | $10,008+4.1% | $5,651+84.3% |