Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $33,724 | $57,590-41.4% | $86,233-60.9% | $82,448-59.1% |
| Participation rate | 60.6% | 57.9%+2.7pp | 69.0%-8.4pp | 68.1%-7.5pp |
| Annual return | 16.40% | 22.41%-6.0pp | 61.39%-45.0pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,148 | $1,655+29.8% | $2,504-14.2% | $2,551-15.8% |
| Participant deferral / active EE | $3,768 | $3,080+22.3% | $4,559-17.4% | $4,139-9.0% |
| Admin fee / account holder | $6,713 | $4,730+41.9% | $8,342-19.5% | $7,234-7.2% |