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 | $39,994 | $49,897-19.8% | $80,648-50.4% | $75,177-46.8% |
| Participation rate | 51.3% | 55.3%-4.0pp | 67.0%-15.7pp | 67.2%-15.9pp |
| Annual return | 14.94% | 34.68%-19.7pp | 937.21%-922.3pp | 160.75%-145.8pp |
| Employer contribution / active EE | $527 | $1,699-69.0% | $2,724-80.6% | $2,671-80.3% |
| Participant deferral / active EE | $4,276 | $2,992+42.9% | $4,443-3.8% | $4,126+3.6% |
| Admin fee / account holder | $3,723 | $3,579+4.0% | $5,382-30.8% | $5,651-34.1% |