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 | $48,145 | $126,661-62.0% | $113,397-57.5% | $138,895-65.3% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.5%-16.5pp | 79.9%-19.9pp |
| Annual return | 22.95% | 25.05%-2.1pp | 23.20%-0.2pp | 145.39%-122.4pp |
| Employer contribution / active EE | $2,524 | $3,456-27.0% | $2,977-15.2% | $4,194-39.8% |
| Participant deferral / active EE | $3,498 | $5,693-38.5% | $5,076-31.1% | $6,396-45.3% |
| Admin fee / account holder | $1,154 | $14,549-92.1% | $11,957-90.3% | $12,562-90.8% |