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 | $38,555 | $95,404-59.6% | $113,397-66.0% | $82,637-53.3% |
| Participation rate | 67.4% | 72.8%-5.4pp | 76.5%-9.1pp | 68.1%-0.6pp |
| Annual return | 15.53% | 19.08%-3.6pp | 23.20%-7.7pp | 53.51%-38.0pp |
| Employer contribution / active EE | $1,746 | $2,307-24.3% | $2,977-41.3% | $2,552-31.6% |
| Participant deferral / active EE | $3,890 | $4,220-7.8% | $5,076-23.4% | $4,126-5.7% |
| Admin fee / account holder | $594 | $9,168-93.5% | $11,957-95.0% | $7,339-91.9% |