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 | $29,910 | $211,105-85.8% | $178,449-83.2% | $145,978-79.5% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 10.15% | 30.19%-20.0pp | 27.09%-16.9pp | 550.52%-540.4pp |
| Employer contribution / active EE | $963 | $4,569-78.9% | $3,951-75.6% | $4,662-79.3% |
| Participant deferral / active EE | $2,954 | $6,959-57.6% | $6,277-52.9% | $6,690-55.8% |
| Admin fee / account holder | $6,900 | $12,017-42.6% | $10,362-33.4% | $13,400-48.5% |