Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $32,887 | $51,638-36.3% | $68,368-51.9% | $82,448-60.1% |
| Participation rate | 51.9% | 63.6%-11.8pp | 73.8%-21.9pp | 68.1%-16.2pp |
| Annual return | 21.03% | 37.53%-16.5pp | 292.57%-271.5pp | 41.64%-20.6pp |
| Employer contribution / active EE | $2,324 | $2,047+13.6% | $2,649-12.3% | $2,551-8.9% |
| Participant deferral / active EE | $3,396 | $2,914+16.6% | $4,123-17.6% | $4,139-18.0% |
| Admin fee / account holder | $1,709 | $4,643-63.2% | $5,150-66.8% | $7,234-76.4% |