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 | $45,094 | $59,440-24.1% | $78,004-42.2% | $82,637-45.4% |
| Participation rate | 59.5% | 62.8%-3.4pp | 69.4%-10.0pp | 68.1%-8.6pp |
| Annual return | 19.45% | 40.24%-20.8pp | 31.07%-11.6pp | 53.51%-34.1pp |
| Employer contribution / active EE | $2,321 | $1,750+32.6% | $2,469-6.0% | $2,552-9.0% |
| Participant deferral / active EE | $4,122 | $3,138+31.4% | $4,092+0.8% | $4,126-0.1% |
| Admin fee / account holder | $4,222 | $5,504-23.3% | $7,578-44.3% | $7,339-42.5% |