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 | $32,284 | $80,748-60.0% | $102,383-68.5% | $74,429-56.6% |
| Participation rate | 38.5% | 65.7%-27.2pp | 74.5%-36.0pp | 67.2%-28.8pp |
| Annual return | 12.61% | 27.57%-15.0pp | 24.94%-12.3pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $1,296 | $3,159-59.0% | $3,870-66.5% | $2,625-50.6% |
| Participant deferral / active EE | $2,811 | $3,861-27.2% | $5,060-44.4% | $4,348-35.4% |
| Admin fee / account holder | $2,073 | $2,371-12.6% | $8,391-75.3% | $1,944+6.6% |