Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $37,155 | $45,343-18.1% | $150,298-75.3% | $67,986-45.3% |
| Participation rate | 52.1% | 51.9%+0.3pp | 77.8%-25.6pp | 57.2%-5.1pp |
| Annual return | 32.09% | 33.28%-1.2pp | 62.79%-30.7pp | 31.67%+0.4pp |
| Employer contribution / active EE | $1,541 | $1,462+5.4% | $4,154-62.9% | $2,019-23.7% |
| Participant deferral / active EE | $3,726 | $2,055+81.4% | $5,453-31.7% | $3,358+11.0% |
| Admin fee / account holder | $1,679 | $2,250-25.4% | $14,116-88.1% | $3,203-47.6% |