Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $24,969 | $124,330-79.9% | $109,173-77.1% | $167,536-85.1% |
| Participation rate | 55.6% | 79.5%-23.9pp | 75.9%-20.3pp | 82.1%-26.6pp |
| Annual return | 12.63% | 26.04%-13.4pp | 25.75%-13.1pp | 478.82%-466.2pp |
| Employer contribution / active EE | $2,259 | $4,209-46.3% | $3,723-39.3% | $4,839-53.3% |
| Participant deferral / active EE | $3,794 | $5,256-27.8% | $4,654-18.5% | $6,342-40.2% |
| Admin fee / account holder | $1,094 | $7,974-86.3% | $6,755-83.8% | $12,315-91.1% |