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 | $18,966 | $60,442-68.6% | $96,754-80.4% | $87,485-78.3% |
| Participation rate | 48.1% | 58.7%-10.6pp | 70.3%-22.1pp | 68.9%-20.8pp |
| Annual return | 14.71% | 21.97%-7.3pp | 82.04%-67.3pp | 26.06%-11.3pp |
| Employer contribution / active EE | $1,462 | $1,691-13.5% | $2,679-45.4% | $2,596-43.7% |
| Participant deferral / active EE | $2,479 | $3,280-24.4% | $4,758-47.9% | $4,274-42.0% |
| Admin fee / account holder | $2,355 | $5,069-53.6% | $8,905-73.6% | $7,775-69.7% |