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 | $33,590 | $29,051+15.6% | $52,425-35.9% | $67,986-50.6% |
| Participation rate | 22.8% | 30.4%-7.6pp | 55.6%-32.8pp | 57.2%-34.4pp |
| Annual return | 16.99% | 24.00%-7.0pp | 302.12%-285.1pp | 31.67%-14.7pp |
| Employer contribution / active EE | $452 | $412+9.8% | $914-50.6% | $2,019-77.6% |
| Participant deferral / active EE | $886 | $873+1.5% | $1,790-50.5% | $3,358-73.6% |
| Admin fee / account holder | $1,698 | $2,113-19.6% | $2,495-32.0% | $3,203-47.0% |