Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $42,286 | $51,642-18.1% | $129,384-67.3% | $80,935-47.8% |
| Participation rate | 63.0% | 56.9%+6.0pp | 69.6%-6.7pp | 67.7%-4.7pp |
| Annual return | 17.44% | 20.78%-3.3pp | 9461.77%-9444.3pp | 35.66%-18.2pp |
| Employer contribution / active EE | $2,812 | $1,583+77.6% | $4,153-32.3% | $2,757+2.0% |
| Participant deferral / active EE | $5,305 | $2,670+98.7% | $4,166+27.4% | $4,299+23.4% |
| Admin fee / account holder | $3,369 | $4,312-21.9% | $7,686-56.2% | $6,924-51.3% |