Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $34,406 | $55,902-38.5% | $76,030-54.7% | $80,959-57.5% |
| Participation rate | 60.7% | 62.1%-1.4pp | 69.1%-8.3pp | 67.7%-7.0pp |
| Annual return | 12.13% | 20.59%-8.5pp | 361.54%-349.4pp | 35.67%-23.5pp |
| Employer contribution / active EE | $2,516 | $1,867+34.8% | $2,688-6.4% | $2,757-8.8% |
| Participant deferral / active EE | $4,189 | $3,051+37.3% | $4,257-1.6% | $4,300-2.6% |
| Admin fee / account holder | $8,696 | $5,239+66.0% | $6,421+35.4% | $6,925+25.6% |