Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $36,395 | $73,955-50.8% | $96,520-62.3% | $75,181-51.6% |
| Participation rate | 47.4% | 66.4%-19.1pp | 74.3%-27.0pp | 67.2%-19.8pp |
| Annual return | 19.94% | 26.72%-6.8pp | 35.72%-15.8pp | 160.69%-140.7pp |
| Employer contribution / active EE | $1,432 | $2,930-51.1% | $3,739-61.7% | $2,671-46.4% |
| Participant deferral / active EE | $2,831 | $3,659-22.6% | $4,879-42.0% | $4,126-31.4% |
| Admin fee / account holder | $598 | $5,217-88.5% | $6,733-91.1% | $5,650-89.4% |