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 | $39,593 | $87,132-54.6% | $105,624-62.5% | $80,959-51.1% |
| Participation rate | 61.3% | 70.4%-9.1pp | 75.3%-14.0pp | 67.7%-6.4pp |
| Annual return | 12.55% | 17.03%-4.5pp | 116.20%-103.6pp | 35.67%-23.1pp |
| Employer contribution / active EE | $1,517 | $2,397-36.7% | $3,168-52.1% | $2,757-45.0% |
| Participant deferral / active EE | $2,977 | $3,985-25.3% | $5,013-40.6% | $4,300-30.8% |
| Admin fee / account holder | $352 | $8,449-95.8% | $10,961-96.8% | $6,925-94.9% |