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 | $29,030 | $41,151-29.5% | $80,648-64.0% | $71,529-59.4% |
| Participation rate | 53.2% | 50.2%+3.0pp | 67.0%-13.8pp | 67.9%-14.7pp |
| Annual return | 33.53% | 38.49%-5.0pp | 937.21%-903.7pp | 28.97%+4.6pp |
| Employer contribution / active EE | $1,517 | $1,513+0.2% | $2,724-44.3% | $2,590-41.4% |
| Participant deferral / active EE | $2,655 | $2,700-1.7% | $4,443-40.3% | $4,291-38.1% |
| Admin fee / account holder | $4,507 | $1,842+144.7% | $5,382-16.2% | $1,588+183.8% |