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 | $36,295 | $87,106-58.3% | $105,607-65.6% | $80,935-55.2% |
| Participation rate | 54.4% | 70.4%-16.0pp | 75.3%-20.9pp | 67.7%-13.2pp |
| Annual return | 14.36% | 17.01%-2.7pp | 116.11%-101.7pp | 35.66%-21.3pp |
| Employer contribution / active EE | $1,016 | $2,396-57.6% | $3,167-67.9% | $2,757-63.2% |
| Participant deferral / active EE | $2,656 | $3,986-33.4% | $5,011-47.0% | $4,299-38.2% |
| Admin fee / account holder | $3,946 | $8,447-53.3% | $10,958-64.0% | $6,924-43.0% |