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 | $31,194 | $70,684-55.9% | $169,390-81.6% | $75,173-58.5% |
| Participation rate | 45.2% | 64.8%-19.6pp | 77.2%-31.9pp | 67.2%-22.0pp |
| Annual return | 22.24% | 36.38%-14.1pp | 406.07%-383.8pp | 160.72%-138.5pp |
| Employer contribution / active EE | $2,618 | $2,211+18.4% | $4,013-34.7% | $2,671-2.0% |
| Participant deferral / active EE | $5,087 | $4,310+18.0% | $6,222-18.3% | $4,126+23.3% |
| Admin fee / account holder | $4,311 | $5,404-20.2% | $9,015-52.2% | $5,651-23.7% |