Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $57,361 | $58,848-2.5% | $88,179-34.9% | $82,637-30.6% |
| Participation rate | 51.5% | 57.9%-6.4pp | 69.1%-17.6pp | 68.1%-16.5pp |
| Annual return | 17.52% | 22.76%-5.2pp | 64.97%-47.5pp | 53.51%-36.0pp |
| Employer contribution / active EE | $1,777 | $1,678+5.9% | $2,549-30.3% | $2,552-30.4% |
| Participant deferral / active EE | $3,733 | $3,124+19.5% | $4,614-19.1% | $4,126-9.5% |
| Admin fee / account holder | $8,033 | $4,795+67.5% | $7,673+4.7% | $7,339+9.5% |