Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $38,468 | $201,344-80.9% | $184,243-79.1% | $145,877-73.6% |
| Participation rate | 54.5% | 87.5%-32.9pp | 86.8%-32.3pp | 80.3%-25.8pp |
| Annual return | 13.37% | 29.01%-15.6pp | 28.82%-15.5pp | 551.28%-537.9pp |
| Employer contribution / active EE | $1,725 | $7,022-75.4% | $6,427-73.2% | $4,663-63.0% |
| Participant deferral / active EE | $8,407 | $9,807-14.3% | $9,132-7.9% | $6,691+25.6% |
| Admin fee / account holder | $897 | $16,382-94.5% | $13,914-93.6% | $13,402-93.3% |