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 | $37,607 | $81,233-53.7% | $155,567-75.8% | $80,874-53.5% |
| Participation rate | 23.1% | 66.2%-43.2pp | 78.2%-55.1pp | 67.6%-44.6pp |
| Annual return | 13.19% | 33.33%-20.1pp | 64.74%-51.5pp | 35.62%-22.4pp |
| Employer contribution / active EE | $770 | $3,101-75.2% | $4,674-83.5% | $2,756-72.1% |
| Participant deferral / active EE | $1,872 | $3,452-45.8% | $5,628-66.7% | $4,297-56.4% |
| Admin fee / account holder | $834 | $7,998-89.6% | $15,916-94.8% | $6,935-88.0% |