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 | $32,152 | $49,976-35.7% | $66,674-51.8% | $82,637-61.1% |
| Participation rate | 47.1% | 63.1%-16.0pp | 73.7%-26.6pp | 68.1%-21.0pp |
| Annual return | 17.75% | 39.09%-21.3pp | 321.24%-303.5pp | 53.51%-35.8pp |
| Employer contribution / active EE | $1,402 | $1,988-29.5% | $2,620-46.5% | $2,552-45.1% |
| Participant deferral / active EE | $4,178 | $2,847+46.8% | $4,084+2.3% | $4,126+1.3% |
| Admin fee / account holder | $1,069 | $4,594-76.7% | $5,098-79.0% | $7,339-85.4% |