Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $40,148 | $89,259-55.0% | $107,187-62.5% | $82,637-51.4% |
| Participation rate | 63.6% | 67.9%-4.3pp | 75.0%-11.4pp | 68.1%-4.4pp |
| Annual return | 18.01% | 21.02%-3.0pp | 204.55%-186.5pp | 53.51%-35.5pp |
| Employer contribution / active EE | $1,832 | $3,080-40.5% | $3,782-51.6% | $2,552-28.2% |
| Participant deferral / active EE | $2,964 | $4,037-26.6% | $5,096-41.8% | $4,126-28.2% |
| Admin fee / account holder | $3,122 | $7,381-57.7% | $9,162-65.9% | $7,339-57.5% |