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 | $35,836 | $71,215-49.7% | $93,696-61.8% | $80,935-55.7% |
| Participation rate | 37.9% | 60.4%-22.5pp | 68.7%-30.8pp | 67.7%-29.7pp |
| Annual return | 12.49% | 11.27%+1.2pp | 133.74%-121.3pp | 35.66%-23.2pp |
| Employer contribution / active EE | $1,094 | $1,565-30.1% | $2,422-54.8% | $2,757-60.3% |
| Participant deferral / active EE | $1,589 | $4,037-60.6% | $4,417-64.0% | $4,299-63.1% |
| Admin fee / account holder | $1,606 | $6,958-76.9% | $8,287-80.6% | $6,924-76.8% |