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 | $76,008 | $93,345-18.6% | $119,126-36.2% | $87,485-13.1% |
| Participation rate | 28.0% | 68.7%-40.7pp | 75.8%-47.8pp | 68.9%-40.9pp |
| Annual return | 15.98% | 19.08%-3.1pp | 282.11%-266.1pp | 26.06%-10.1pp |
| Employer contribution / active EE | $1,112 | $3,172-65.0% | $4,034-72.4% | $2,596-57.2% |
| Participant deferral / active EE | $3,548 | $4,099-13.4% | $5,318-33.3% | $4,274-17.0% |
| Admin fee / account holder | $23,296 | $8,039+189.8% | $10,693+117.9% | $7,775+199.6% |