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 | $19,382 | $58,311-66.8% | $81,882-76.3% | $80,959-76.1% |
| Participation rate | 53.0% | 63.5%-10.5pp | 72.4%-19.4pp | 67.7%-14.7pp |
| Annual return | 14.09% | 41.85%-27.8pp | 779.47%-765.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $1,657 | $2,347-29.4% | $2,916-43.2% | $2,757-39.9% |
| Participant deferral / active EE | $2,559 | $3,287-22.2% | $4,323-40.8% | $4,300-40.5% |
| Admin fee / account holder | $4,111 | $4,752-13.5% | $7,360-44.1% | $6,925-40.6% |