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 | $31,446 | $94,031-66.6% | $115,768-72.8% | $82,448-61.9% |
| Participation rate | 52.3% | 70.4%-18.1pp | 74.4%-22.1pp | 68.1%-15.8pp |
| Annual return | 17.16% | 20.61%-3.5pp | 100.46%-83.3pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,758 | $2,323-24.3% | $2,940-40.2% | $2,551-31.1% |
| Participant deferral / active EE | $3,716 | $3,972-6.4% | $4,917-24.4% | $4,139-10.2% |
| Admin fee / account holder | $1,225 | $10,249-88.1% | $12,439-90.2% | $7,234-83.1% |