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 | $19,142 | $48,314-60.4% | $67,561-71.7% | $80,925-76.3% |
| Participation rate | 36.2% | 66.4%-30.2pp | 72.9%-36.7pp | 67.7%-31.4pp |
| Annual return | 14.32% | 18.28%-4.0pp | 3525.44%-3511.1pp | 35.65%-21.3pp |
| Employer contribution / active EE | $1,995 | $2,022-1.3% | $2,735-27.1% | $2,756-27.6% |
| Participant deferral / active EE | $2,333 | $2,927-20.3% | $4,003-41.7% | $4,299-45.7% |
| Admin fee / account holder | $2,509 | $3,690-32.0% | $4,006-37.4% | $6,940-63.8% |