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 | $30,262 | $57,140-47.0% | $85,240-64.5% | $80,959-62.6% |
| Participation rate | 48.1% | 56.4%-8.3pp | 67.5%-19.4pp | 67.7%-19.5pp |
| Annual return | 10.67% | 21.71%-11.0pp | 66.75%-56.1pp | 35.67%-25.0pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,224 | $3,115+3.5% | $4,527-28.8% | $4,300-25.0% |
| Admin fee / account holder | $550 | $4,992-89.0% | $6,165-91.1% | $6,925-92.1% |