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 | $69,044 | $177,156-61.0% | $147,027-53.0% | $154,746-55.4% |
| Participation rate | 57.1% | 79.4%-22.2pp | 73.7%-16.6pp | 80.7%-23.6pp |
| Annual return | 19.02% | 21.94%-2.9pp | 20.23%-1.2pp | 172.34%-153.3pp |
| Employer contribution / active EE | $1,377 | $4,336-68.2% | $3,626-62.0% | $4,379-68.6% |
| Participant deferral / active EE | $2,805 | $5,797-51.6% | $4,933-43.1% | $6,730-58.3% |
| Admin fee / account holder | $1,820 | $14,904-87.8% | $12,223-85.1% | $14,365-87.3% |