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 | $28,916 | $93,617-69.1% | $135,982-78.7% | $75,177-61.5% |
| Participation rate | 57.8% | 75.2%-17.4pp | 81.9%-24.1pp | 67.2%-9.4pp |
| Annual return | 48.07% | 30.89%+17.2pp | 68.32%-20.3pp | 160.75%-112.7pp |
| Employer contribution / active EE | $4,127 | $3,538+16.6% | $4,859-15.1% | $2,671+54.5% |
| Participant deferral / active EE | $6,863 | $6,406+7.1% | $7,760-11.6% | $4,126+66.3% |
| Admin fee / account holder | $7,167 | $6,980+2.7% | $10,767-33.4% | $5,651+26.8% |