Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $33,791 | $93,598-63.9% | $135,974-75.1% | $75,173-55.0% |
| Participation rate | 64.8% | 75.2%-10.4pp | 81.9%-17.1pp | 67.2%-2.4pp |
| Annual return | 31.17% | 30.89%+0.3pp | 68.30%-37.1pp | 160.72%-129.6pp |
| Employer contribution / active EE | $2,960 | $3,538-16.3% | $4,859-39.1% | $2,671+10.8% |
| Participant deferral / active EE | $5,132 | $6,405-19.9% | $7,760-33.9% | $4,126+24.4% |
| Admin fee / account holder | $7,578 | $6,978+8.6% | $10,767-29.6% | $5,651+34.1% |