Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $41,571 | $75,962-45.3% | $154,108-73.0% | $64,173-35.2% |
| Participation rate | 42.4% | 70.4%-28.0pp | 83.0%-40.6pp | 69.6%-27.1pp |
| Annual return | 2.62% | 30.32%-27.7pp | 735.21%-732.6pp | 7.63%-5.0pp |
| Employer contribution / active EE | $789 | $3,350-76.5% | $5,298-85.1% | $2,381-66.9% |
| Participant deferral / active EE | $1,338 | $3,175-57.8% | $5,081-73.7% | $3,470-61.4% |
| Admin fee / account holder | $2,642 | $5,589-52.7% | $13,411-80.3% | $4,887-45.9% |