Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $37,665 | $71,215-47.1% | $93,696-59.8% | $80,935-53.5% |
| Participation rate | 45.9% | 60.4%-14.5pp | 68.7%-22.8pp | 67.7%-21.8pp |
| Annual return | 18.74% | 11.27%+7.5pp | 133.74%-115.0pp | 35.66%-16.9pp |
| Employer contribution / active EE | $1,266 | $1,565-19.1% | $2,422-47.7% | $2,757-54.1% |
| Participant deferral / active EE | $2,249 | $4,037-44.3% | $4,417-49.1% | $4,299-47.7% |
| Admin fee / account holder | $2,847 | $6,958-59.1% | $8,287-65.6% | $6,924-58.9% |