Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $33,838 | $108,825-68.9% | $156,181-78.3% | $82,448-59.0% |
| Participation rate | 51.5% | 72.4%-20.9pp | 78.8%-27.4pp | 68.1%-16.6pp |
| Annual return | 18.73% | 20.59%-1.9pp | 64.87%-46.1pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,289 | $2,870-55.1% | $4,294-70.0% | $2,551-49.5% |
| Participant deferral / active EE | $2,793 | $4,577-39.0% | $6,132-54.4% | $4,139-32.5% |
| Admin fee / account holder | $1,431 | $9,341-84.7% | $14,586-90.2% | $7,234-80.2% |