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 | $40,587 | $62,166-34.7% | $81,353-50.1% | $74,459-45.5% |
| Participation rate | 41.7% | 64.1%-22.3pp | 69.5%-27.8pp | 67.2%-25.5pp |
| Annual return | 11.23% | 16.50%-5.3pp | 24.82%-13.6pp | 1369.70%-1358.5pp |
| Employer contribution / active EE | $865 | $1,881-54.0% | $2,464-64.9% | $2,626-67.0% |
| Participant deferral / active EE | $2,044 | $3,223-36.6% | $3,885-47.4% | $4,350-53.0% |
| Admin fee / account holder | $843 | $1,925-56.2% | $5,766-85.4% | $1,945-56.7% |