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 | $35,293 | $94,031-62.5% | $115,768-69.5% | $82,448-57.2% |
| Participation rate | 40.5% | 70.4%-29.9pp | 74.4%-33.9pp | 68.1%-27.6pp |
| Annual return | 19.02% | 20.61%-1.6pp | 100.46%-81.4pp | 41.64%-22.6pp |
| Employer contribution / active EE | $1,402 | $2,323-39.6% | $2,940-52.3% | $2,551-45.0% |
| Participant deferral / active EE | $3,123 | $3,972-21.4% | $4,917-36.5% | $4,139-24.5% |
| Admin fee / account holder | $897 | $10,249-91.2% | $12,439-92.8% | $7,234-87.6% |