Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $63,751 | $71,230-10.5% | $93,727-32.0% | $80,959-21.3% |
| Participation rate | 53.8% | 60.4%-6.5pp | 68.7%-14.9pp | 67.7%-13.8pp |
| Annual return | 11.83% | 11.26%+0.6pp | 133.83%-122.0pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,238 | $1,565-20.9% | $2,421-48.9% | $2,757-55.1% |
| Participant deferral / active EE | $1,908 | $4,037-52.8% | $4,417-56.8% | $4,300-55.6% |
| Admin fee / account holder | $3,744 | $6,961-46.2% | $8,292-54.9% | $6,925-45.9% |