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 | $37,877 | $87,059-56.5% | $105,608-64.1% | $80,925-53.2% |
| Participation rate | 64.0% | 70.4%-6.4pp | 75.3%-11.3pp | 67.7%-3.7pp |
| Annual return | 27.57% | 17.05%+10.5pp | 116.50%-88.9pp | 35.65%-8.1pp |
| Employer contribution / active EE | $1,535 | $2,396-36.0% | $3,167-51.5% | $2,756-44.3% |
| Participant deferral / active EE | $2,978 | $3,986-25.3% | $5,010-40.6% | $4,299-30.7% |
| Admin fee / account holder | $1,506 | $8,443-82.2% | $11,028-86.3% | $6,940-78.3% |