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 | $55,902-38.0% | $76,030-54.4% | $80,959-57.2% |
| Participation rate | 67.6% | 62.1%+5.5pp | 69.1%-1.5pp | 67.7%-0.1pp |
| Annual return | 18.45% | 20.59%-2.1pp | 361.54%-343.1pp | 35.67%-17.2pp |
| Employer contribution / active EE | $2,466 | $1,867+32.1% | $2,688-8.2% | $2,757-10.6% |
| Participant deferral / active EE | $4,818 | $3,051+57.9% | $4,257+13.2% | $4,300+12.0% |
| Admin fee / account holder | $1,872 | $5,239-64.3% | $6,421-70.9% | $6,925-73.0% |