Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $32,571 | $45,126-27.8% | $85,187-61.8% | $74,459-56.3% |
| Participation rate | 15.0% | 49.4%-34.4pp | 67.5%-52.6pp | 67.2%-52.3pp |
| Annual return | 11.24% | 26.30%-15.1pp | 66.67%-55.4pp | 1369.70%-1358.5pp |
| Employer contribution / active EE | $424 | $1,460-71.0% | $2,732-84.5% | $2,626-83.9% |
| Participant deferral / active EE | $1,075 | $2,738-60.7% | $4,525-76.2% | $4,350-75.3% |
| Admin fee / account holder | $1,407 | $2,212-36.4% | $6,162-77.2% | $1,945-27.6% |