Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $29,750 | $115,911-74.3% | $100,530-70.4% | $158,950-81.3% |
| Participation rate | 62.5% | 81.6%-19.1pp | 79.4%-16.9pp | 82.0%-19.5pp |
| Annual return | 7.66% | 34.80%-27.1pp | 30.89%-23.2pp | 302.91%-295.2pp |
| Employer contribution / active EE | $6,010 | $4,104+46.4% | $3,418+75.8% | $4,762+26.2% |
| Participant deferral / active EE | $10,259 | $6,676+53.7% | $6,271+63.6% | $5,983+71.5% |
| Admin fee / account holder | $16,871 | $10,999+53.4% | $8,083+108.7% | $11,248+50.0% |