Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $30,199 | $51,642-41.5% | $129,384-76.7% | $80,935-62.7% |
| Participation rate | 53.7% | 56.9%-3.2pp | 69.6%-15.9pp | 67.7%-13.9pp |
| Annual return | 17.61% | 20.78%-3.2pp | 9461.77%-9444.2pp | 35.66%-18.1pp |
| Employer contribution / active EE | $1,765 | $1,583+11.5% | $4,153-57.5% | $2,757-36.0% |
| Participant deferral / active EE | $3,938 | $2,670+47.5% | $4,166-5.5% | $4,299-8.4% |
| Admin fee / account holder | $2,156 | $4,312-50.0% | $7,686-71.9% | $6,924-68.9% |