Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $35,049 | $71,230-50.8% | $93,727-62.6% | $80,959-56.7% |
| Participation rate | 61.5% | 60.4%+1.1pp | 68.7%-7.2pp | 67.7%-6.1pp |
| Annual return | 19.01% | 11.26%+7.8pp | 133.83%-114.8pp | 35.67%-16.7pp |
| Employer contribution / active EE | $1,837 | $1,565+17.3% | $2,421-24.1% | $2,757-33.4% |
| Participant deferral / active EE | $4,323 | $4,037+7.1% | $4,417-2.1% | $4,300+0.5% |
| Admin fee / account holder | $3,443 | $6,961-50.5% | $8,292-58.5% | $6,925-50.3% |