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 | $28,737 | $85,060-66.2% | $70,548-59.3% | $139,456-79.4% |
| Participation rate | 54.2% | 73.9%-19.7pp | 68.3%-14.2pp | 80.3%-26.2pp |
| Annual return | 15.26% | 30.38%-15.1pp | 32.78%-17.5pp | 373.45%-358.2pp |
| Employer contribution / active EE | $1,218 | $3,911-68.9% | $2,975-59.1% | $4,753-74.4% |
| Participant deferral / active EE | $2,813 | $5,890-52.2% | $4,567-38.4% | $6,711-58.1% |
| Admin fee / account holder | $1,047 | $8,925-88.3% | $6,424-83.7% | $11,407-90.8% |