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 | $58,594 | $87,166-32.8% | $76,735-23.6% | $137,256-57.3% |
| Participation rate | 60.0% | 74.4%-14.4pp | 69.5%-9.5pp | 80.0%-20.0pp |
| Annual return | 17.58% | 26.50%-8.9pp | 29.77%-12.2pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,443 | $2,904+18.5% | $2,454+40.3% | $4,156-17.2% |
| Participant deferral / active EE | $4,549 | $4,726-3.7% | $4,088+11.3% | $6,407-29.0% |
| Admin fee / account holder | $14,183 | $8,403+68.8% | $7,189+97.3% | $12,270+15.6% |