Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $30,484 | $79,961-61.9% | $98,462-69.0% | $75,177-59.5% |
| Participation rate | 45.9% | 70.4%-24.4pp | 75.2%-29.2pp | 67.2%-21.3pp |
| Annual return | 20.03% | 19.75%+0.3pp | 21.17%-1.1pp | 160.75%-140.7pp |
| Employer contribution / active EE | $1,708 | $2,264-24.6% | $3,049-44.0% | $2,671-36.1% |
| Participant deferral / active EE | $2,421 | $3,753-35.5% | $4,738-48.9% | $4,126-41.3% |
| Admin fee / account holder | $1,530 | $6,842-77.6% | $8,875-82.8% | $5,651-72.9% |