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 | $30,580 | $62,592-51.1% | $85,709-64.3% | $85,847-64.4% |
| Participation rate | 51.4% | 61.1%-9.7pp | 69.9%-18.4pp | 69.3%-17.9pp |
| Annual return | 17.99% | 23.77%-5.8pp | 21.49%-3.5pp | 318.61%-300.6pp |
| Employer contribution / active EE | $1,893 | $1,755+7.8% | $2,619-27.7% | $2,565-26.2% |
| Participant deferral / active EE | $4,745 | $2,802+69.3% | $3,924+20.9% | $3,952+20.1% |
| Admin fee / account holder | $329 | $4,643-92.9% | $6,876-95.2% | $6,261-94.7% |