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 | $28,092 | $61,125-54.0% | $94,057-70.1% | $87,485-67.9% |
| Participation rate | 64.5% | 64.1%+0.4pp | 73.3%-8.8pp | 68.9%-4.4pp |
| Annual return | 17.20% | 35.20%-18.0pp | 480.62%-463.4pp | 26.06%-8.9pp |
| Employer contribution / active EE | $1,167 | $2,136-45.4% | $2,933-60.2% | $2,596-55.1% |
| Participant deferral / active EE | $1,840 | $3,260-43.6% | $4,709-60.9% | $4,274-56.9% |
| Admin fee / account holder | $12,497 | $5,629+122.0% | $7,244+72.5% | $7,775+60.7% |