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 | $33,972 | $76,407-55.5% | $150,298-77.4% | $82,448-58.8% |
| Participation rate | 47.1% | 66.4%-19.3pp | 77.8%-30.7pp | 68.1%-21.0pp |
| Annual return | 21.38% | 39.99%-18.6pp | 62.79%-41.4pp | 41.64%-20.3pp |
| Employer contribution / active EE | $1,083 | $2,614-58.6% | $4,154-73.9% | $2,551-57.6% |
| Participant deferral / active EE | $2,299 | $3,214-28.5% | $5,453-57.8% | $4,139-44.5% |
| Admin fee / account holder | $526 | $6,352-91.7% | $14,116-96.3% | $7,234-92.7% |