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 | $37,368 | $96,731-61.4% | $123,973-69.9% | $86,983-57.0% |
| Participation rate | 53.2% | 70.0%-16.8pp | 76.7%-23.5pp | 69.5%-16.4pp |
| Annual return | 21.33% | 17.33%+4.0pp | 388.13%-366.8pp | 25.83%-4.5pp |
| Employer contribution / active EE | $1,354 | $3,297-58.9% | $4,126-67.2% | $2,584-47.6% |
| Participant deferral / active EE | $3,320 | $4,152-20.0% | $5,247-36.7% | $4,194-20.8% |
| Admin fee / account holder | $4,823 | $8,722-44.7% | $11,799-59.1% | $7,856-38.6% |