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 | $25,983 | $71,057-63.4% | $93,654-72.3% | $80,874-67.9% |
| Participation rate | 64.4% | 60.4%+4.0pp | 68.7%-4.3pp | 67.6%-3.3pp |
| Annual return | 22.19% | 11.26%+10.9pp | 133.34%-111.2pp | 35.62%-13.4pp |
| Employer contribution / active EE | $2,124 | $1,564+35.8% | $2,421-12.3% | $2,756-22.9% |
| Participant deferral / active EE | $3,956 | $4,034-1.9% | $4,413-10.3% | $4,297-7.9% |
| Admin fee / account holder | $1,340 | $6,944-80.7% | $8,282-83.8% | $6,935-80.7% |