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 | $31,151 | $73,978-57.9% | $96,515-67.7% | $75,173-58.6% |
| Participation rate | 53.8% | 66.4%-12.6pp | 74.3%-20.5pp | 67.2%-13.4pp |
| Annual return | 19.99% | 26.72%-6.7pp | 35.73%-15.7pp | 160.72%-140.7pp |
| Employer contribution / active EE | $2,615 | $2,931-10.8% | $3,740-30.1% | $2,671-2.1% |
| Participant deferral / active EE | $5,158 | $3,660+40.9% | $4,880+5.7% | $4,126+25.0% |
| Admin fee / account holder | $4,136 | $5,219-20.7% | $6,735-38.6% | $5,651-26.8% |