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 | $28,482 | $48,314-41.0% | $67,561-57.8% | $80,925-64.8% |
| Participation rate | 45.0% | 66.4%-21.4pp | 72.9%-27.9pp | 67.7%-22.7pp |
| Annual return | 14.01% | 18.28%-4.3pp | 3525.44%-3511.4pp | 35.65%-21.6pp |
| Employer contribution / active EE | $1,324 | $2,022-34.5% | $2,735-51.6% | $2,756-52.0% |
| Participant deferral / active EE | $2,643 | $2,927-9.7% | $4,003-34.0% | $4,299-38.5% |
| Admin fee / account holder | $458 | $3,690-87.6% | $4,006-88.6% | $6,940-93.4% |