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 | $29,253 | $106,267-72.5% | $96,520-69.7% | $139,456-79.0% |
| Participation rate | 53.8% | 77.8%-24.0pp | 74.3%-20.5pp | 80.3%-26.5pp |
| Annual return | 12.80% | 38.45%-25.7pp | 35.72%-22.9pp | 373.45%-360.7pp |
| Employer contribution / active EE | $2,749 | $4,105-33.0% | $3,739-26.5% | $4,753-42.2% |
| Participant deferral / active EE | $9,113 | $5,454+67.1% | $4,879+86.8% | $6,711+35.8% |
| Admin fee / account holder | $1,354 | $7,882-82.8% | $6,733-79.9% | $11,407-88.1% |