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 | $10,025 | $108,212-90.7% | $77,513-87.1% | $158,966-93.7% |
| Participation rate | 57.9% | 64.4%-6.5pp | 54.2%+3.7pp | 82.0%-24.1pp |
| Annual return | 27.78% | 31.67%-3.9pp | 54.81%-27.0pp | 302.95%-275.2pp |
| Employer contribution / active EE | $529 | $1,325-60.1% | $987-46.4% | $4,762-88.9% |
| Participant deferral / active EE | $2,780 | $2,455+13.2% | $1,861+49.4% | $5,983-53.5% |
| Admin fee / account holder | $405 | $3,709-89.1% | $2,859-85.8% | $11,250-96.4% |