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 | $49,368 | $77,358-36.2% | $102,184-51.7% | $87,485-43.6% |
| Participation rate | 64.3% | 78.7%-14.4pp | 82.6%-18.3pp | 68.9%-4.6pp |
| Annual return | 18.31% | 41.11%-22.8pp | 31.58%-13.3pp | 26.06%-7.7pp |
| Employer contribution / active EE | $2,775 | $2,562+8.3% | $3,594-22.8% | $2,596+6.9% |
| Participant deferral / active EE | $8,279 | $6,753+22.6% | $8,309-0.4% | $4,274+93.7% |
| Admin fee / account holder | $4,152 | $6,809-39.0% | $11,609-64.2% | $7,775-46.6% |