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 | $34,402 | $88,672-61.2% | $105,223-67.3% | $82,448-58.3% |
| Participation rate | 23.5% | 67.9%-44.4pp | 75.0%-51.5pp | 68.1%-44.5pp |
| Annual return | 16.33% | 30.86%-14.5pp | 180.65%-164.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $803 | $3,048-73.6% | $3,689-78.2% | $2,551-68.5% |
| Participant deferral / active EE | $1,974 | $4,036-51.1% | $5,072-61.1% | $4,139-52.3% |
| Admin fee / account holder | $2,954 | $7,146-58.7% | $8,859-66.7% | $7,234-59.2% |