Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $34,317 | $110,137-68.8% | $161,149-78.7% | $82,637-58.5% |
| Participation rate | 41.5% | 72.4%-30.8pp | 78.8%-37.3pp | 68.1%-26.5pp |
| Annual return | 17.41% | 20.69%-3.3pp | 21.16%-3.7pp | 53.51%-36.1pp |
| Employer contribution / active EE | $2,318 | $2,856-18.9% | $4,360-46.8% | $2,552-9.2% |
| Participant deferral / active EE | $2,067 | $4,575-54.8% | $6,153-66.4% | $4,126-49.9% |
| Admin fee / account holder | $344 | $9,467-96.4% | $15,194-97.7% | $7,339-95.3% |