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 | $40,359 | $184,014-78.1% | $161,149-75.0% | $138,895-70.9% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.8%-18.8pp | 79.9%-19.9pp |
| Annual return | 19.66% | 21.52%-1.9pp | 21.16%-1.5pp | 145.39%-125.7pp |
| Employer contribution / active EE | $2,063 | $5,055-59.2% | $4,360-52.7% | $4,194-50.8% |
| Participant deferral / active EE | $15,815 | $6,909+128.9% | $6,153+157.0% | $6,396+147.3% |
| Admin fee / account holder | $1,489 | $18,027-91.7% | $15,194-90.2% | $12,562-88.1% |