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 | $37,875 | $105,284-64.0% | $150,734-74.9% | $94,015-59.7% |
| Participation rate | 57.7% | 71.7%-14.0pp | 78.4%-20.8pp | 70.8%-13.1pp |
| Annual return | 17.89% | 15.67%+2.2pp | 600.81%-582.9pp | 17.84%0pp |
| Employer contribution / active EE | $1,649 | $3,599-54.2% | $4,918-66.5% | $2,790-40.9% |
| Participant deferral / active EE | $2,789 | $4,274-34.7% | $5,610-50.3% | $4,249-34.4% |
| Admin fee / account holder | $1,119 | $9,839-88.6% | $14,905-92.5% | $8,951-87.5% |