Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $34,990 | $63,703-45.1% | $93,063-62.4% | $82,448-57.6% |
| Participation rate | 34.0% | 63.8%-29.9pp | 72.1%-38.2pp | 68.1%-34.1pp |
| Annual return | 13.23% | -775.43%+788.7pp | 34.15%-20.9pp | 41.64%-28.4pp |
| Employer contribution / active EE | $452 | $1,729-73.9% | $2,476-81.7% | $2,551-82.3% |
| Participant deferral / active EE | $1,880 | $2,919-35.6% | $3,958-52.5% | $4,139-54.6% |
| Admin fee / account holder | $2,693 | $5,982-55.0% | $6,033-55.4% | $7,234-62.8% |