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 | $22,396 | $51,638-56.6% | $68,368-67.2% | $82,448-72.8% |
| Participation rate | 66.7% | 63.6%+3.1pp | 73.8%-7.1pp | 68.1%-1.4pp |
| Annual return | 22.57% | 37.53%-15.0pp | 292.57%-270.0pp | 41.64%-19.1pp |
| Employer contribution / active EE | $1,403 | $2,047-31.4% | $2,649-47.0% | $2,551-45.0% |
| Participant deferral / active EE | $1,688 | $2,914-42.1% | $4,123-59.1% | $4,139-59.2% |
| Admin fee / account holder | $769 | $4,643-83.4% | $5,150-85.1% | $7,234-89.4% |