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 | $33,413 | $58,311-42.7% | $81,882-59.2% | $80,959-58.7% |
| Participation rate | 44.1% | 63.5%-19.4pp | 72.4%-28.3pp | 67.7%-23.6pp |
| Annual return | 13.07% | 41.85%-28.8pp | 779.47%-766.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $1,119 | $2,347-52.3% | $2,916-61.6% | $2,757-59.4% |
| Participant deferral / active EE | $3,288 | $3,2870% | $4,323-23.9% | $4,300-23.5% |
| Admin fee / account holder | $1,316 | $4,752-72.3% | $7,360-82.1% | $6,925-81.0% |