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 | $24,341 | $50,554-51.9% | $67,681-64.0% | $87,485-72.2% |
| Participation rate | 36.8% | 67.7%-30.9pp | 73.7%-36.9pp | 68.9%-32.1pp |
| Annual return | 20.53% | 17.81%+2.7pp | 590.58%-570.1pp | 26.06%-5.5pp |
| Employer contribution / active EE | $839 | $1,988-57.8% | $2,678-68.7% | $2,596-67.7% |
| Participant deferral / active EE | $2,124 | $2,961-28.3% | $3,976-46.6% | $4,274-50.3% |
| Admin fee / account holder | $1,769 | $4,132-57.2% | $6,100-71.0% | $7,775-77.2% |