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 | $37,870 | $47,105-19.6% | $68,368-44.6% | $67,986-44.3% |
| Participation rate | 51.2% | 51.8%-0.5pp | 73.8%-22.5pp | 57.2%-6.0pp |
| Annual return | 18.09% | 48.37%-30.3pp | 292.57%-274.5pp | 31.67%-13.6pp |
| Employer contribution / active EE | $574 | $1,859-69.1% | $2,649-78.3% | $2,019-71.6% |
| Participant deferral / active EE | $3,588 | $2,374+51.2% | $4,123-13.0% | $3,358+6.9% |
| Admin fee / account holder | $989 | $2,435-59.4% | $5,150-80.8% | $3,203-69.1% |