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 | $43,849 | $71,230-38.4% | $93,727-53.2% | $80,959-45.8% |
| Participation rate | 46.3% | 60.4%-14.1pp | 68.7%-22.5pp | 67.7%-21.4pp |
| Annual return | 16.42% | 11.26%+5.2pp | 133.83%-117.4pp | 35.67%-19.3pp |
| Employer contribution / active EE | $2,045 | $1,565+30.6% | $2,421-15.6% | $2,757-25.8% |
| Participant deferral / active EE | $4,625 | $4,037+14.6% | $4,417+4.7% | $4,300+7.6% |
| Admin fee / account holder | $549 | $6,961-92.1% | $8,292-93.4% | $6,925-92.1% |