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 | $33,084 | $106,524-68.9% | $152,301-78.3% | $87,485-62.2% |
| Participation rate | 49.2% | 75.8%-26.5pp | 82.4%-33.2pp | 68.9%-19.7pp |
| Annual return | 19.34% | 26.89%-7.6pp | 80.50%-61.2pp | 26.06%-6.7pp |
| Employer contribution / active EE | $2,386 | $3,371-29.2% | $4,624-48.4% | $2,596-8.1% |
| Participant deferral / active EE | $5,052 | $6,525-22.6% | $8,004-36.9% | $4,274+18.2% |
| Admin fee / account holder | $5,752 | $8,287-30.6% | $14,398-60.1% | $7,775-26.0% |