Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $41,413 | $63,703-35.0% | $93,063-55.5% | $82,448-49.8% |
| Participation rate | 58.1% | 63.8%-5.7pp | 72.1%-14.0pp | 68.1%-9.9pp |
| Annual return | 18.41% | -775.43%+793.8pp | 34.15%-15.7pp | 41.64%-23.2pp |
| Employer contribution / active EE | $2,368 | $1,729+37.0% | $2,476-4.4% | $2,551-7.2% |
| Participant deferral / active EE | $3,662 | $2,919+25.4% | $3,958-7.5% | $4,139-11.5% |
| Admin fee / account holder | $5,094 | $5,982-14.8% | $6,033-15.6% | $7,234-29.6% |