Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $31,404 | $57,541-45.4% | $95,740-67.2% | $75,173-58.2% |
| Participation rate | 50.8% | 62.5%-11.7pp | 72.3%-21.5pp | 67.2%-16.4pp |
| Annual return | 25.56% | 34.93%-9.4pp | 28.41%-2.8pp | 160.72%-135.2pp |
| Employer contribution / active EE | $5,442 | $1,808+201.1% | $2,836+91.9% | $2,671+103.8% |
| Participant deferral / active EE | $2,674 | $3,074-13.0% | $4,244-37.0% | $4,126-35.2% |
| Admin fee / account holder | $478 | $4,099-88.3% | $5,676-91.6% | $5,651-91.5% |