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 | $34,939 | $78,690-55.6% | $161,489-78.4% | $87,485-60.1% |
| Participation rate | 52.0% | 67.5%-15.5pp | 78.7%-26.7pp | 68.9%-16.9pp |
| Annual return | 22.04% | 32.74%-10.7pp | 89.72%-67.7pp | 26.06%-4.0pp |
| Employer contribution / active EE | $1,293 | $2,588-50.0% | $4,268-69.7% | $2,596-50.2% |
| Participant deferral / active EE | $2,280 | $3,311-31.1% | $5,630-59.5% | $4,274-46.7% |
| Admin fee / account holder | $1,288 | $6,724-80.8% | $16,006-92.0% | $7,775-83.4% |