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 | $20,492 | $47,105-56.5% | $68,368-70.0% | $67,986-69.9% |
| Participation rate | 37.7% | 51.8%-14.1pp | 73.8%-36.1pp | 57.2%-19.5pp |
| Annual return | 15.88% | 48.37%-32.5pp | 292.57%-276.7pp | 31.67%-15.8pp |
| Employer contribution / active EE | $1,274 | $1,859-31.4% | $2,649-51.9% | $2,019-36.9% |
| Participant deferral / active EE | $2,451 | $2,374+3.2% | $4,123-40.5% | $3,358-27.0% |
| Admin fee / account holder | $3,703 | $2,435+52.1% | $5,150-28.1% | $3,203+15.6% |