Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $47,990 | $110,379-56.5% | $102,412-53.1% | $145,884-67.1% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 14.40% | 24.84%-10.4pp | 24.94%-10.5pp | 551.85%-537.4pp |
| Employer contribution / active EE | $918 | $4,216-78.2% | $3,870-76.3% | $4,662-80.3% |
| Participant deferral / active EE | $6,885 | $5,622+22.5% | $5,060+36.1% | $6,690+2.9% |
| Admin fee / account holder | $396 | $9,745-95.9% | $8,388-95.3% | $13,392-97.0% |