Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $33,454 | $124,425-73.1% | $112,040-70.1% | $137,256-75.6% |
| Participation rate | 47.4% | 79.3%-31.9pp | 76.5%-29.1pp | 80.0%-32.6pp |
| Annual return | 24.58% | 24.72%-0.1pp | 24.52%+0.1pp | 220.34%-195.8pp |
| Employer contribution / active EE | $1,913 | $3,411-43.9% | $2,954-35.2% | $4,156-54.0% |
| Participant deferral / active EE | $3,580 | $5,718-37.4% | $5,098-29.8% | $6,407-44.1% |
| Admin fee / account holder | $1,146 | $15,207-92.5% | $12,098-90.5% | $12,270-90.7% |