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 | $34,245 | $124,980-72.6% | $108,359-68.4% | $154,746-77.9% |
| Participation rate | 44.4% | 75.2%-30.7pp | 70.1%-25.7pp | 80.7%-36.3pp |
| Annual return | 18.36% | 45.00%-26.6pp | 36.89%-18.5pp | 172.34%-154.0pp |
| Employer contribution / active EE | $928 | $2,851-67.4% | $2,399-61.3% | $4,379-78.8% |
| Participant deferral / active EE | $1,494 | $4,743-68.5% | $4,137-63.9% | $6,730-77.8% |
| Admin fee / account holder | $1,118 | $11,502-90.3% | $9,741-88.5% | $14,365-92.2% |