Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $31,625 | $71,215-55.6% | $93,696-66.2% | $80,935-60.9% |
| Participation rate | 49.1% | 60.4%-11.3pp | 68.7%-19.6pp | 67.7%-18.5pp |
| Annual return | 18.13% | 11.27%+6.9pp | 133.74%-115.6pp | 35.66%-17.5pp |
| Employer contribution / active EE | $657 | $1,565-58.1% | $2,422-72.9% | $2,757-76.2% |
| Participant deferral / active EE | $2,319 | $4,037-42.5% | $4,417-47.5% | $4,299-46.1% |
| Admin fee / account holder | $739 | $6,958-89.4% | $8,287-91.1% | $6,924-89.3% |