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 | $30,236 | $55,902-45.9% | $76,030-60.2% | $80,959-62.7% |
| Participation rate | 57.1% | 62.1%-4.9pp | 69.1%-11.9pp | 67.7%-10.5pp |
| Annual return | 11.22% | 20.59%-9.4pp | 361.54%-350.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $1,430 | $1,867-23.4% | $2,688-46.8% | $2,757-48.1% |
| Participant deferral / active EE | $2,366 | $3,051-22.4% | $4,257-44.4% | $4,300-45.0% |
| Admin fee / account holder | $1,567 | $5,239-70.1% | $6,421-75.6% | $6,925-77.4% |