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 | $35,018 | $88,672-60.5% | $105,223-66.7% | $82,448-57.5% |
| Participation rate | 65.8% | 67.9%-2.1pp | 75.0%-9.3pp | 68.1%-2.3pp |
| Annual return | 21.66% | 30.86%-9.2pp | 180.65%-159.0pp | 41.64%-20.0pp |
| Employer contribution / active EE | $2,295 | $3,048-24.7% | $3,689-37.8% | $2,551-10.0% |
| Participant deferral / active EE | $4,134 | $4,036+2.4% | $5,072-18.5% | $4,139-0.1% |
| Admin fee / account holder | $3,226 | $7,146-54.9% | $8,859-63.6% | $7,234-55.4% |