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 | $33,767 | $155,555-78.3% | $146,866-77.0% | $155,188-78.2% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.5%-20.0pp | 80.8%-18.3pp |
| Annual return | 18.62% | 115.41%-96.8pp | 102.85%-84.2pp | 148.84%-130.2pp |
| Employer contribution / active EE | $2,231 | $4,647-52.0% | $4,425-49.6% | $4,248-47.5% |
| Participant deferral / active EE | $10,244 | $8,044+27.3% | $7,759+32.0% | $6,531+56.9% |
| Admin fee / account holder | $1,450 | $14,755-90.2% | $13,620-89.4% | $14,480-90.0% |