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 | $27,498 | $82,674-66.7% | $125,363-78.1% | $68,495-59.9% |
| Participation rate | 57.5% | 75.0%-17.5pp | 82.4%-24.9pp | 67.9%-10.4pp |
| Annual return | 7.10% | -5.97%+13.1pp | 572.15%-565.0pp | -7.84%+14.9pp |
| Employer contribution / active EE | $764 | $3,382-77.4% | $4,815-84.1% | $2,596-70.6% |
| Participant deferral / active EE | $4,634 | $6,111-24.2% | $7,447-37.8% | $4,028+15.1% |
| Admin fee / account holder | $2,474 | $6,276-60.6% | $10,005-75.3% | $5,403-54.2% |