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 | $41,397 | $60,442-31.5% | $96,754-57.2% | $87,485-52.7% |
| Participation rate | 59.4% | 58.7%+0.7pp | 70.3%-10.9pp | 68.9%-9.6pp |
| Annual return | 21.19% | 21.97%-0.8pp | 82.04%-60.8pp | 26.06%-4.9pp |
| Employer contribution / active EE | $1,460 | $1,691-13.6% | $2,679-45.5% | $2,596-43.8% |
| Participant deferral / active EE | $2,876 | $3,280-12.3% | $4,758-39.6% | $4,274-32.7% |
| Admin fee / account holder | $946 | $5,069-81.3% | $8,905-89.4% | $7,775-87.8% |