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 | $27,940 | $97,125-71.2% | $86,233-67.6% | $137,256-79.6% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.0%-35.7pp | 80.0%-46.6pp |
| Annual return | 21.73% | 74.19%-52.5pp | 61.39%-39.7pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,157 | $2,841-59.3% | $2,504-53.8% | $4,156-72.2% |
| Participant deferral / active EE | $1,395 | $5,180-73.1% | $4,559-69.4% | $6,407-78.2% |
| Admin fee / account holder | $4,715 | $9,725-51.5% | $8,342-43.5% | $12,270-61.6% |