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 | $44,420 | $185,312-76.0% | $161,489-72.5% | $154,746-71.3% |
| Participation rate | 45.0% | 82.5%-37.5pp | 78.7%-33.7pp | 80.7%-35.7pp |
| Annual return | 17.07% | 103.84%-86.8pp | 89.72%-72.7pp | 172.34%-155.3pp |
| Employer contribution / active EE | $1,931 | $4,769-59.5% | $4,268-54.8% | $4,379-55.9% |
| Participant deferral / active EE | $3,197 | $6,350-49.7% | $5,630-43.2% | $6,730-52.5% |
| Admin fee / account holder | $5,979 | $18,654-67.9% | $16,006-62.6% | $14,365-58.4% |