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 | $37,789 | $25,014+51.1% | $69,701-45.8% | $80,874-53.3% |
| Participation rate | 68.9% | 64.2%+4.7pp | 66.4%+2.5pp | 67.6%+1.3pp |
| Annual return | 26.00% | 19.07%+6.9pp | 100.32%-74.3pp | 35.62%-9.6pp |
| Employer contribution / active EE | $1,377 | $993+38.7% | $1,713-19.6% | $2,756-50.0% |
| Participant deferral / active EE | $4,891 | $1,839+166.0% | $2,887+69.4% | $4,297+13.8% |
| Admin fee / account holder | $3,712 | $2,488+49.2% | $4,717-21.3% | $6,935-46.5% |