Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $36,556 | $58,275-37.3% | $81,844-55.3% | $80,935-54.8% |
| Participation rate | 44.2% | 63.5%-19.3pp | 72.4%-28.2pp | 67.7%-23.5pp |
| Annual return | 15.79% | 41.82%-26.0pp | 778.87%-763.1pp | 35.66%-19.9pp |
| Employer contribution / active EE | $935 | $2,346-60.1% | $2,916-67.9% | $2,757-66.1% |
| Participant deferral / active EE | $1,833 | $3,285-44.2% | $4,323-57.6% | $4,299-57.4% |
| Admin fee / account holder | $986 | $4,749-79.2% | $7,355-86.6% | $6,924-85.8% |