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 | $46,410 | $88,672-47.7% | $105,223-55.9% | $82,448-43.7% |
| Participation rate | 30.0% | 67.9%-37.9pp | 75.0%-45.0pp | 68.1%-38.1pp |
| Annual return | 17.22% | 30.86%-13.6pp | 180.65%-163.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $874 | $3,048-71.3% | $3,689-76.3% | $2,551-65.8% |
| Participant deferral / active EE | $2,677 | $4,036-33.7% | $5,072-47.2% | $4,139-35.3% |
| Admin fee / account holder | $1,554 | $7,146-78.3% | $8,859-82.5% | $7,234-78.5% |