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 | $28,604 | $78,690-63.7% | $161,489-82.3% | $87,485-67.3% |
| Participation rate | 39.6% | 67.5%-27.9pp | 78.7%-39.1pp | 68.9%-29.3pp |
| Annual return | 36.94% | 32.74%+4.2pp | 89.72%-52.8pp | 26.06%+10.9pp |
| Employer contribution / active EE | $1,186 | $2,588-54.2% | $4,268-72.2% | $2,596-54.3% |
| Participant deferral / active EE | $2,301 | $3,311-30.5% | $5,630-59.1% | $4,274-46.2% |
| Admin fee / account holder | $334 | $6,724-95.0% | $16,006-97.9% | $7,775-95.7% |