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 | $27,105 | $51,638-47.5% | $68,368-60.4% | $82,448-67.1% |
| Participation rate | 42.3% | 63.6%-21.4pp | 73.8%-31.5pp | 68.1%-25.8pp |
| Annual return | 19.87% | 37.53%-17.7pp | 292.57%-272.7pp | 41.64%-21.8pp |
| Employer contribution / active EE | $575 | $2,047-71.9% | $2,649-78.3% | $2,551-77.4% |
| Participant deferral / active EE | $1,248 | $2,914-57.2% | $4,123-69.7% | $4,139-69.8% |
| Admin fee / account holder | $2,972 | $4,643-36.0% | $5,150-42.3% | $7,234-58.9% |