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 | $35,161 | $117,829-70.2% | $102,423-65.7% | $145,877-75.9% |
| Participation rate | 52.9% | 78.6%-25.7pp | 76.5%-23.6pp | 80.3%-27.4pp |
| Annual return | 12.53% | 31.83%-19.3pp | 29.42%-16.9pp | 551.28%-538.8pp |
| Employer contribution / active EE | $1,724 | $3,615-52.3% | $3,023-43.0% | $4,663-63.0% |
| Participant deferral / active EE | $3,242 | $5,732-43.5% | $5,054-35.9% | $6,691-51.5% |
| Admin fee / account holder | $3,174 | $13,335-76.2% | $9,455-66.4% | $13,402-76.3% |