Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $34,632 | $55,930-38.1% | $76,089-54.5% | $80,925-57.2% |
| Participation rate | 67.6% | 62.1%+5.5pp | 69.1%-1.5pp | 67.7%-0.1pp |
| Annual return | 18.45% | 20.58%-2.1pp | 360.94%-342.5pp | 35.65%-17.2pp |
| Employer contribution / active EE | $2,466 | $1,866+32.1% | $2,690-8.3% | $2,756-10.5% |
| Participant deferral / active EE | $4,818 | $3,051+57.9% | $4,259+13.1% | $4,299+12.1% |
| Admin fee / account holder | $1,872 | $5,241-64.3% | $6,418-70.8% | $6,940-73.0% |