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 | $42,439 | $61,815-31.3% | $97,295-56.4% | $80,959-47.6% |
| Participation rate | 44.7% | 63.5%-18.8pp | 72.7%-28.0pp | 67.7%-23.0pp |
| Annual return | 17.29% | -558.73%+576.0pp | 75.62%-58.3pp | 35.67%-18.4pp |
| Employer contribution / active EE | $1,440 | $1,836-21.6% | $2,723-47.1% | $2,757-47.8% |
| Participant deferral / active EE | $2,453 | $3,027-19.0% | $4,264-42.5% | $4,300-43.0% |
| Admin fee / account holder | $2,512 | $5,166-51.4% | $5,646-55.5% | $6,925-63.7% |