Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $52,172 | $93,345-44.1% | $119,126-56.2% | $87,485-40.4% |
| Participation rate | 43.8% | 68.7%-25.0pp | 75.8%-32.0pp | 68.9%-25.2pp |
| Annual return | 20.01% | 19.08%+0.9pp | 282.11%-262.1pp | 26.06%-6.0pp |
| Employer contribution / active EE | $1,304 | $3,172-58.9% | $4,034-67.7% | $2,596-49.8% |
| Participant deferral / active EE | $3,233 | $4,099-21.1% | $5,318-39.2% | $4,274-24.4% |
| Admin fee / account holder | $959 | $8,039-88.1% | $10,693-91.0% | $7,775-87.7% |