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 | $40,773 | $48,078-15.2% | $78,676-48.2% | $62,881-35.2% |
| Participation rate | 59.3% | 65.2%-5.9pp | 73.6%-14.3pp | 69.3%-10.0pp |
| Annual return | 6.00% | 31.36%-25.4pp | 62.19%-56.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $4,902 | $2,015+143.3% | $2,850+72.0% | $2,281+114.9% |
| Participant deferral / active EE | $7,171 | $2,587+177.2% | $3,517+103.9% | $3,203+123.9% |
| Admin fee / account holder | $1,852 | $3,206-42.2% | $4,510-58.9% | $4,296-56.9% |