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 | $33,373 | $70,430-52.6% | $96,572-65.4% | $85,851-61.1% |
| Participation rate | 46.7% | 61.8%-15.1pp | 69.8%-23.2pp | 69.3%-22.7pp |
| Annual return | 17.19% | 18.58%-1.4pp | 37.79%-20.6pp | 318.63%-301.4pp |
| Employer contribution / active EE | $2,651 | $1,413+87.6% | $2,357+12.5% | $2,565+3.3% |
| Participant deferral / active EE | $1,830 | $2,894-36.8% | $3,850-52.5% | $3,952-53.7% |
| Admin fee / account holder | $2,632 | $4,996-47.3% | $6,183-57.4% | $6,261-58.0% |