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 | $31,479 | $86,919-63.8% | $102,457-69.3% | $80,911-61.1% |
| Participation rate | 55.8% | 72.4%-16.6pp | 76.5%-20.7pp | 67.6%-11.8pp |
| Annual return | 11.87% | 18.90%-7.0pp | 29.41%-17.5pp | 35.63%-23.8pp |
| Employer contribution / active EE | $1,202 | $2,368-49.3% | $3,022-60.2% | $2,756-56.4% |
| Participant deferral / active EE | $1,963 | $4,119-52.4% | $5,054-61.2% | $4,297-54.3% |
| Admin fee / account holder | $20,471 | $8,049+154.3% | $9,451+116.6% | $6,935+195.2% |