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 | $40,284 | $77,574-48.1% | $108,753-63.0% | $86,983-53.7% |
| Participation rate | 61.4% | 62.3%-0.9pp | 71.1%-9.7pp | 69.5%-8.2pp |
| Annual return | 20.53% | 18.42%+2.1pp | 37.47%-16.9pp | 25.83%-5.3pp |
| Employer contribution / active EE | $1,814 | $1,611+12.6% | $2,427-25.2% | $2,584-29.8% |
| Participant deferral / active EE | $4,745 | $3,128+51.7% | $4,115+15.3% | $4,194+13.1% |
| Admin fee / account holder | $2,121 | $6,529-67.5% | $10,320-79.5% | $7,856-73.0% |