Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $10,783 | $47,479-77.3% | $62,929-82.9% | $82,448-86.9% |
| Participation rate | 69.2% | 66.9%+2.4pp | 73.1%-3.9pp | 68.1%+1.2pp |
| Annual return | 21.87% | 20.34%+1.5pp | 1063.93%-1042.1pp | 41.64%-19.8pp |
| Employer contribution / active EE | $1,741 | $1,885-7.7% | $2,505-30.5% | $2,551-31.8% |
| Participant deferral / active EE | $1,933 | $2,870-32.7% | $3,888-50.3% | $4,139-53.3% |
| Admin fee / account holder | $2,943 | $3,804-22.6% | $5,065-41.9% | $7,234-59.3% |