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 | $29,264 | $51,638-43.3% | $68,368-57.2% | $82,448-64.5% |
| Participation rate | 45.5% | 63.6%-18.2pp | 73.8%-28.3pp | 68.1%-22.6pp |
| Annual return | 20.95% | 37.53%-16.6pp | 292.57%-271.6pp | 41.64%-20.7pp |
| Employer contribution / active EE | $768 | $2,047-62.5% | $2,649-71.0% | $2,551-69.9% |
| Participant deferral / active EE | $1,960 | $2,914-32.7% | $4,123-52.5% | $4,139-52.7% |
| Admin fee / account holder | $1,744 | $4,643-62.4% | $5,150-66.1% | $7,234-75.9% |