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 | $31,921 | $61,338-48.0% | $149,717-78.7% | $71,495-55.4% |
| Participation rate | 51.5% | 62.5%-11.0pp | 78.8%-27.2pp | 67.9%-16.4pp |
| Annual return | 26.55% | 35.86%-9.3pp | 134.41%-107.9pp | 28.85%-2.3pp |
| Employer contribution / active EE | $1,680 | $2,381-29.5% | $4,820-65.1% | $2,589-35.1% |
| Participant deferral / active EE | $3,165 | $2,919+8.4% | $5,682-44.3% | $4,291-26.2% |
| Admin fee / account holder | $303 | $1,263-76.0% | $13,213-97.7% | $1,588-80.9% |