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 | $30,279 | $71,208-57.5% | $93,681-67.7% | $80,911-62.6% |
| Participation rate | 33.3% | 60.4%-27.1pp | 68.7%-35.4pp | 67.6%-34.3pp |
| Annual return | 16.43% | 11.27%+5.2pp | 133.47%-117.0pp | 35.63%-19.2pp |
| Employer contribution / active EE | $1,516 | $1,564-3.1% | $2,422-37.4% | $2,756-45.0% |
| Participant deferral / active EE | $2,275 | $4,035-43.6% | $4,415-48.5% | $4,297-47.1% |
| Admin fee / account holder | $367 | $6,951-94.7% | $8,290-95.6% | $6,935-94.7% |