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 | $26,382 | $89,259-70.4% | $107,187-75.4% | $82,637-68.1% |
| Participation rate | 63.5% | 67.9%-4.5pp | 75.0%-11.6pp | 68.1%-4.6pp |
| Annual return | 16.10% | 21.02%-4.9pp | 204.55%-188.4pp | 53.51%-37.4pp |
| Employer contribution / active EE | $1,945 | $3,080-36.8% | $3,782-48.6% | $2,552-23.8% |
| Participant deferral / active EE | $3,038 | $4,037-24.7% | $5,096-40.4% | $4,126-26.4% |
| Admin fee / account holder | $3,190 | $7,381-56.8% | $9,162-65.2% | $7,339-56.5% |