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 | $34,101 | $110,337-69.1% | $102,383-66.7% | $145,877-76.6% |
| Participation rate | 53.3% | 77.9%-24.6pp | 74.5%-21.2pp | 80.3%-27.0pp |
| Annual return | 18.60% | 24.83%-6.2pp | 24.94%-6.3pp | 551.28%-532.7pp |
| Employer contribution / active EE | $1,928 | $4,216-54.3% | $3,870-50.2% | $4,663-58.6% |
| Participant deferral / active EE | $4,365 | $5,621-22.3% | $5,060-13.7% | $6,691-34.8% |
| Admin fee / account holder | $988 | $9,750-89.9% | $8,391-88.2% | $13,402-92.6% |