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 | $38,370 | $155,555-75.3% | $146,866-73.9% | $155,188-75.3% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.5%-27.0pp | 80.8%-25.2pp |
| Annual return | 12.38% | 115.41%-103.0pp | 102.85%-90.5pp | 148.84%-136.5pp |
| Employer contribution / active EE | $1,173 | $4,647-74.7% | $4,425-73.5% | $4,248-72.4% |
| Participant deferral / active EE | $3,594 | $8,044-55.3% | $7,759-53.7% | $6,531-45.0% |
| Admin fee / account holder | $6,324 | $14,755-57.1% | $13,620-53.6% | $14,480-56.3% |