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 | $31,410 | $70,418-55.4% | $96,570-67.5% | $85,847-63.4% |
| Participation rate | 46.7% | 61.8%-15.1pp | 69.8%-23.2pp | 69.3%-22.7pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.79%-37.8pp | 318.61%-318.6pp |
| Employer contribution / active EE | $950 | $1,413-32.8% | $2,357-59.7% | $2,565-63.0% |
| Participant deferral / active EE | $2,432 | $2,894-16.0% | $3,849-36.8% | $3,952-38.5% |
| Admin fee / account holder | $4,312 | $4,995-13.7% | $6,182-30.3% | $6,261-31.1% |