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 | $33,187 | $78,690-57.8% | $161,489-79.4% | $87,485-62.1% |
| Participation rate | 36.2% | 67.5%-31.3pp | 78.7%-42.5pp | 68.9%-32.8pp |
| Annual return | 18.56% | 32.74%-14.2pp | 89.72%-71.2pp | 26.06%-7.5pp |
| Employer contribution / active EE | $1,016 | $2,588-60.7% | $4,268-76.2% | $2,596-60.9% |
| Participant deferral / active EE | $1,994 | $3,311-39.8% | $5,630-64.6% | $4,274-53.3% |
| Admin fee / account holder | $2,374 | $6,724-64.7% | $16,006-85.2% | $7,775-69.5% |