Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $25,571 | $56,063-54.4% | $76,051-66.4% | $80,911-68.4% |
| Participation rate | 38.5% | 62.0%-23.6pp | 69.1%-30.6pp | 67.6%-29.2pp |
| Annual return | 13.89% | 20.54%-6.7pp | 360.42%-346.5pp | 35.63%-21.7pp |
| Employer contribution / active EE | $1,192 | $1,874-36.4% | $2,690-55.7% | $2,756-56.7% |
| Participant deferral / active EE | $2,055 | $3,052-32.7% | $4,257-51.7% | $4,297-52.2% |
| Admin fee / account holder | $316 | $5,240-94.0% | $6,416-95.1% | $6,935-95.4% |