Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $32,839 | $47,105-30.3% | $68,368-52.0% | $67,986-51.7% |
| Participation rate | 51.2% | 51.8%-0.5pp | 73.8%-22.5pp | 57.2%-6.0pp |
| Annual return | 16.74% | 48.37%-31.6pp | 292.57%-275.8pp | 31.67%-14.9pp |
| Employer contribution / active EE | $412 | $1,859-77.8% | $2,649-84.4% | $2,019-79.6% |
| Participant deferral / active EE | $1,263 | $2,374-46.8% | $4,123-69.4% | $3,358-62.4% |
| Admin fee / account holder | $1,733 | $2,435-28.8% | $5,150-66.4% | $3,203-45.9% |