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 | $32,183 | $110,379-70.8% | $102,412-68.6% | $145,884-77.9% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 15.42% | 24.84%-9.4pp | 24.94%-9.5pp | 551.85%-536.4pp |
| Employer contribution / active EE | $1,853 | $4,216-56.0% | $3,870-52.1% | $4,662-60.3% |
| Participant deferral / active EE | $8,104 | $5,622+44.2% | $5,060+60.2% | $6,690+21.1% |
| Admin fee / account holder | $3,654 | $9,745-62.5% | $8,388-56.4% | $13,392-72.7% |