Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $35,744 | $45,343-21.2% | $150,298-76.2% | $67,986-47.4% |
| Participation rate | 51.8% | 51.9%-0.1pp | 77.8%-26.0pp | 57.2%-5.5pp |
| Annual return | 19.18% | 33.28%-14.1pp | 62.79%-43.6pp | 31.67%-12.5pp |
| Employer contribution / active EE | $1,231 | $1,462-15.8% | $4,154-70.4% | $2,019-39.0% |
| Participant deferral / active EE | $2,330 | $2,055+13.4% | $5,453-57.3% | $3,358-30.6% |
| Admin fee / account holder | $2,500 | $2,250+11.1% | $14,116-82.3% | $3,203-21.9% |