Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $34,943 | $106,267-67.1% | $96,520-63.8% | $139,456-74.9% |
| Participation rate | 47.6% | 77.8%-30.2pp | 74.3%-26.7pp | 80.3%-32.7pp |
| Annual return | 30.64% | 38.45%-7.8pp | 35.72%-5.1pp | 373.45%-342.8pp |
| Employer contribution / active EE | $1,180 | $4,105-71.3% | $3,739-68.4% | $4,753-75.2% |
| Participant deferral / active EE | $2,647 | $5,454-51.5% | $4,879-45.7% | $6,711-60.6% |
| Admin fee / account holder | $337 | $7,882-95.7% | $6,733-95.0% | $11,407-97.0% |