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 | $30,887 | $61,390-49.7% | $112,228-72.5% | $75,177-58.9% |
| Participation rate | 38.5% | 61.6%-23.2pp | 72.4%-34.0pp | 67.2%-28.7pp |
| Annual return | 29.21% | 28.47%+0.7pp | 30.23%-1.0pp | 160.75%-131.5pp |
| Employer contribution / active EE | $1,432 | $2,015-28.9% | $3,432-58.3% | $2,671-46.4% |
| Participant deferral / active EE | $1,432 | $3,108-53.9% | $4,800-70.2% | $4,126-65.3% |
| Admin fee / account holder | $1,033 | $4,862-78.8% | $7,752-86.7% | $5,651-81.7% |