Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $27,646 | $45,123-38.7% | $85,240-67.6% | $74,478-62.9% |
| Participation rate | 46.2% | 49.4%-3.1pp | 67.5%-21.3pp | 67.2%-21.0pp |
| Annual return | 13.64% | 26.32%-12.7pp | 66.75%-53.1pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $1,299 | $1,459-10.9% | $2,735-52.5% | $2,626-50.5% |
| Participant deferral / active EE | $2,997 | $2,736+9.5% | $4,527-33.8% | $4,350-31.1% |
| Admin fee / account holder | $4,106 | $2,215+85.4% | $6,165-33.4% | $1,946+111.0% |