Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $25,031 | $45,626-45.1% | $94,105-73.4% | $64,097-60.9% |
| Participation rate | 42.9% | 48.0%-5.2pp | 71.9%-29.1pp | 55.2%-12.3pp |
| Annual return | 17.57% | 28.23%-10.7pp | 204.55%-187.0pp | 34.64%-17.1pp |
| Employer contribution / active EE | $1,063 | $1,171-9.2% | $2,504-57.6% | $1,891-43.8% |
| Participant deferral / active EE | $1,806 | $2,128-15.1% | $3,881-53.5% | $3,080-41.4% |
| Admin fee / account holder | $3,616 | $2,872+25.9% | $6,199-41.7% | $3,454+4.7% |