Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $38,222 | $89,259-57.2% | $107,187-64.3% | $82,637-53.7% |
| Participation rate | 33.3% | 67.9%-34.6pp | 75.0%-41.7pp | 68.1%-34.7pp |
| Annual return | 13.26% | 21.02%-7.8pp | 204.55%-191.3pp | 53.51%-40.3pp |
| Employer contribution / active EE | $1,012 | $3,080-67.1% | $3,782-73.2% | $2,552-60.3% |
| Participant deferral / active EE | $2,089 | $4,037-48.3% | $5,096-59.0% | $4,126-49.4% |
| Admin fee / account holder | $1,140 | $7,381-84.6% | $9,162-87.6% | $7,339-84.5% |