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 | $36,657 | $101,795-64.0% | $165,100-77.8% | $80,959-54.7% |
| Participation rate | 67.6% | 71.8%-4.3pp | 78.6%-11.1pp | 67.7%-0.1pp |
| Annual return | 14.17% | 16.73%-2.6pp | 70.21%-56.0pp | 35.67%-21.5pp |
| Employer contribution / active EE | $2,137 | $2,954-27.6% | $4,348-50.8% | $2,757-22.5% |
| Participant deferral / active EE | $4,675 | $4,476+4.4% | $6,035-22.5% | $4,300+8.7% |
| Admin fee / account holder | $1,327 | $8,221-83.9% | $12,696-89.5% | $6,925-80.8% |