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 | $63,354-44.8% | $94,105-62.8% | $82,637-57.7% |
| Participation rate | 34.0% | 63.8%-29.9pp | 71.9%-38.0pp | 68.1%-34.1pp |
| Annual return | 13.23% | 34.36%-21.1pp | 204.55%-191.3pp | 53.51%-40.3pp |
| Employer contribution / active EE | $452 | $1,760-74.3% | $2,504-82.0% | $2,552-82.3% |
| Participant deferral / active EE | $1,880 | $2,873-34.6% | $3,881-51.5% | $4,126-54.4% |
| Admin fee / account holder | $2,693 | $5,073-46.9% | $6,199-56.6% | $7,339-63.3% |