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 | $40,617 | $126,661-67.9% | $113,397-64.2% | $138,895-70.8% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.5%-16.5pp | 79.9%-19.9pp |
| Annual return | 26.24% | 25.05%+1.2pp | 23.20%+3.0pp | 145.39%-119.2pp |
| Employer contribution / active EE | $1,153 | $3,456-66.6% | $2,977-61.3% | $4,194-72.5% |
| Participant deferral / active EE | $2,069 | $5,693-63.7% | $5,076-59.2% | $6,396-67.7% |
| Admin fee / account holder | $410 | $14,549-97.2% | $11,957-96.6% | $12,562-96.7% |