Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $40,646 | $73,988-45.1% | $96,538-57.9% | $75,177-45.9% |
| Participation rate | 62.2% | 66.4%-4.3pp | 74.3%-12.2pp | 67.2%-5.0pp |
| Annual return | 14.32% | 26.73%-12.4pp | 35.74%-21.4pp | 160.75%-146.4pp |
| Employer contribution / active EE | $2,541 | $2,930-13.3% | $3,740-32.1% | $2,671-4.9% |
| Participant deferral / active EE | $5,174 | $3,660+41.3% | $4,880+6.0% | $4,126+25.4% |
| Admin fee / account holder | $6,455 | $5,220+23.7% | $6,737-4.2% | $5,651+14.2% |