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 | $64,480 | $127,298-49.3% | $109,916-41.3% | $167,553-61.5% |
| Participation rate | 69.2% | 77.9%-8.6pp | 74.2%-5.0pp | 82.1%-12.9pp |
| Annual return | 15.26% | 22.97%-7.7pp | 29.46%-14.2pp | 478.89%-463.6pp |
| Employer contribution / active EE | $232 | $3,325-93.0% | $2,844-91.8% | $4,840-95.2% |
| Participant deferral / active EE | $2,325 | $4,513-48.5% | $4,047-42.6% | $6,343-63.3% |
| Admin fee / account holder | $1,063 | $7,119-85.1% | $6,069-82.5% | $12,316-91.4% |