Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $30,766 | $91,179-66.3% | $178,499-82.8% | $79,852-61.5% |
| Participation rate | 26.3% | 69.2%-42.9pp | 81.9%-55.6pp | 69.6%-43.3pp |
| Annual return | 21.17% | 24.19%-3.0pp | 151.10%-129.9pp | 31.72%-10.6pp |
| Employer contribution / active EE | $1,469 | $3,256-54.9% | $5,011-70.7% | $2,471-40.6% |
| Participant deferral / active EE | $2,692 | $3,236-16.8% | $5,202-48.3% | $3,740-28.0% |
| Admin fee / account holder | $2,609 | $6,749-61.3% | $13,986-81.3% | $5,306-50.8% |