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 | $40,581 | $97,125-58.2% | $86,233-52.9% | $137,256-70.4% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.0%-24.6pp | 80.0%-35.5pp |
| Annual return | 19.89% | 74.19%-54.3pp | 61.39%-41.5pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,158 | $2,841-59.2% | $2,504-53.8% | $4,156-72.1% |
| Participant deferral / active EE | $2,736 | $5,180-47.2% | $4,559-40.0% | $6,407-57.3% |
| Admin fee / account holder | $1,073 | $9,725-89.0% | $8,342-87.1% | $12,270-91.3% |