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 | $33,228 | $94,031-64.7% | $115,768-71.3% | $82,448-59.7% |
| Participation rate | 63.7% | 70.4%-6.7pp | 74.4%-10.7pp | 68.1%-4.3pp |
| Annual return | 14.30% | 20.61%-6.3pp | 100.46%-86.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,748 | $2,323-24.8% | $2,940-40.5% | $2,551-31.5% |
| Participant deferral / active EE | $3,935 | $3,972-0.9% | $4,917-20.0% | $4,139-4.9% |
| Admin fee / account holder | $6,785 | $10,249-33.8% | $12,439-45.5% | $7,234-6.2% |