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 | $32,729 | $61,815-47.1% | $97,295-66.4% | $80,959-59.6% |
| Participation rate | 22.0% | 63.5%-41.5pp | 72.7%-50.7pp | 67.7%-45.7pp |
| Annual return | 15.26% | -558.73%+574.0pp | 75.62%-60.4pp | 35.67%-20.4pp |
| Employer contribution / active EE | $601 | $1,836-67.3% | $2,723-77.9% | $2,757-78.2% |
| Participant deferral / active EE | $1,491 | $3,027-50.7% | $4,264-65.0% | $4,300-65.3% |
| Admin fee / account holder | $429 | $5,166-91.7% | $5,646-92.4% | $6,925-93.8% |