Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $30,311 | $96,731-68.7% | $123,973-75.6% | $86,983-65.2% |
| Participation rate | 52.4% | 70.0%-17.6pp | 76.7%-24.3pp | 69.5%-17.2pp |
| Annual return | 22.72% | 17.33%+5.4pp | 388.13%-365.4pp | 25.83%-3.1pp |
| Employer contribution / active EE | $1,992 | $3,297-39.6% | $4,126-51.7% | $2,584-22.9% |
| Participant deferral / active EE | $4,861 | $4,152+17.1% | $5,247-7.4% | $4,194+15.9% |
| Admin fee / account holder | $514 | $8,722-94.1% | $11,799-95.6% | $7,856-93.5% |