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 | $19,934 | $61,815-67.8% | $97,295-79.5% | $80,959-75.4% |
| Participation rate | 54.0% | 63.5%-9.5pp | 72.7%-18.7pp | 67.7%-13.7pp |
| Annual return | 13.37% | -558.73%+572.1pp | 75.62%-62.3pp | 35.67%-22.3pp |
| Employer contribution / active EE | $1,077 | $1,836-41.3% | $2,723-60.4% | $2,757-60.9% |
| Participant deferral / active EE | $2,553 | $3,027-15.7% | $4,264-40.1% | $4,300-40.6% |
| Admin fee / account holder | $1,178 | $5,166-77.2% | $5,646-79.1% | $6,925-83.0% |