Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $42,579 | $110,137-61.3% | $161,149-73.6% | $82,637-48.5% |
| Participation rate | 41.4% | 72.4%-31.0pp | 78.8%-37.5pp | 68.1%-26.7pp |
| Annual return | 16.08% | 20.69%-4.6pp | 21.16%-5.1pp | 53.51%-37.4pp |
| Employer contribution / active EE | $1,374 | $2,856-51.9% | $4,360-68.5% | $2,552-46.2% |
| Participant deferral / active EE | $3,534 | $4,575-22.7% | $6,153-42.6% | $4,126-14.3% |
| Admin fee / account holder | $411 | $9,467-95.7% | $15,194-97.3% | $7,339-94.4% |