Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $39,956 | $49,976-20.0% | $66,674-40.1% | $82,637-51.6% |
| Participation rate | 50.0% | 63.1%-13.1pp | 73.7%-23.7pp | 68.1%-18.1pp |
| Annual return | 16.21% | 39.09%-22.9pp | 321.24%-305.0pp | 53.51%-37.3pp |
| Employer contribution / active EE | $1,262 | $1,988-36.6% | $2,620-51.9% | $2,552-50.6% |
| Participant deferral / active EE | $2,157 | $2,847-24.2% | $4,084-47.2% | $4,126-47.7% |
| Admin fee / account holder | $913 | $4,594-80.1% | $5,098-82.1% | $7,339-87.6% |