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 | $29,378 | $34,316-14.4% | $74,723-60.7% | $72,976-59.7% |
| Participation rate | 57.7% | 42.4%+15.3pp | 54.5%+3.2pp | 69.5%-11.8pp |
| Annual return | 21.71% | 26.58%-4.9pp | 753.18%-731.5pp | 81.02%-59.3pp |
| Employer contribution / active EE | $563 | $692-18.6% | $1,084-48.0% | $2,440-76.9% |
| Participant deferral / active EE | $1,025 | $1,272-19.4% | $1,962-47.7% | $3,608-71.6% |
| Admin fee / account holder | $443 | $2,125-79.1% | $3,335-86.7% | $5,124-91.4% |