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 | $33,443 | $88,996-62.4% | $78,004-57.1% | $138,895-75.9% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.4%-19.4pp | 79.9%-29.9pp |
| Annual return | 20.20% | 28.03%-7.8pp | 31.07%-10.9pp | 145.39%-125.2pp |
| Employer contribution / active EE | $2,563 | $2,917-12.1% | $2,469+3.8% | $4,194-38.9% |
| Participant deferral / active EE | $4,063 | $4,724-14.0% | $4,092-0.7% | $6,396-36.5% |
| Admin fee / account holder | $6,868 | $8,807-22.0% | $7,578-9.4% | $12,562-45.3% |