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 | $41,330 | $77,814-46.9% | $158,223-73.9% | $86,983-52.5% |
| Participation rate | 66.0% | 68.4%-2.5pp | 79.2%-13.2pp | 69.5%-3.6pp |
| Annual return | 22.61% | 30.54%-7.9pp | 52.09%-29.5pp | 25.83%-3.2pp |
| Employer contribution / active EE | $1,950 | $2,592-24.8% | $4,109-52.5% | $2,584-24.6% |
| Participant deferral / active EE | $4,598 | $3,270+40.6% | $5,467-15.9% | $4,194+9.6% |
| Admin fee / account holder | $1,523 | $5,879-74.1% | $16,047-90.5% | $7,856-80.6% |