Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $27,494 | $123,859-77.8% | $69,632-60.5% | $145,897-81.2% |
| Participation rate | 29.2% | 69.2%-40.0pp | 66.4%-37.3pp | 80.3%-51.1pp |
| Annual return | 16.19% | 192.49%-176.3pp | 101.32%-85.1pp | 552.29%-536.1pp |
| Employer contribution / active EE | $731 | $2,673-72.7% | $1,708-57.2% | $4,663-84.3% |
| Participant deferral / active EE | $2,625 | $4,242-38.1% | $2,889-9.1% | $6,689-60.8% |
| Admin fee / account holder | $1,854 | $7,817-76.3% | $4,695-60.5% | $13,390-86.2% |