Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $32,894 | $51,638-36.3% | $68,368-51.9% | $82,448-60.1% |
| Participation rate | 65.4% | 63.6%+1.8pp | 73.8%-8.4pp | 68.1%-2.7pp |
| Annual return | 25.13% | 37.53%-12.4pp | 292.57%-267.4pp | 41.64%-16.5pp |
| Employer contribution / active EE | $1,562 | $2,047-23.7% | $2,649-41.0% | $2,551-38.8% |
| Participant deferral / active EE | $3,129 | $2,914+7.4% | $4,123-24.1% | $4,139-24.4% |
| Admin fee / account holder | $7,094 | $4,643+52.8% | $5,150+37.7% | $7,234-1.9% |