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 | $34,546 | $51,638-33.1% | $68,368-49.5% | $82,448-58.1% |
| Participation rate | 61.5% | 63.6%-2.1pp | 73.8%-12.2pp | 68.1%-6.5pp |
| Annual return | 18.43% | 37.53%-19.1pp | 292.57%-274.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $1,649 | $2,047-19.4% | $2,649-37.8% | $2,551-35.4% |
| Participant deferral / active EE | $3,449 | $2,914+18.4% | $4,123-16.3% | $4,139-16.7% |
| Admin fee / account holder | $668 | $4,643-85.6% | $5,150-87.0% | $7,234-90.8% |