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 | $42,115 | $75,541-44.2% | $152,093-72.3% | $82,637-49.0% |
| Participation rate | 69.2% | 66.5%+2.7pp | 77.8%-8.5pp | 68.1%+1.2pp |
| Annual return | 20.51% | 32.56%-12.0pp | 66.36%-45.9pp | 53.51%-33.0pp |
| Employer contribution / active EE | $2,668 | $2,622+1.7% | $4,175-36.1% | $2,552+4.5% |
| Participant deferral / active EE | $3,897 | $3,206+21.6% | $5,451-28.5% | $4,126-5.5% |
| Admin fee / account holder | $782 | $6,405-87.8% | $14,497-94.6% | $7,339-89.3% |