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 | $45,934 | $181,062-74.6% | $158,223-71.0% | $155,188-70.4% |
| Participation rate | 56.3% | 82.7%-26.4pp | 79.2%-23.0pp | 80.8%-24.6pp |
| Annual return | 20.61% | 57.39%-36.8pp | 52.09%-31.5pp | 148.84%-128.2pp |
| Employer contribution / active EE | $1,335 | $4,565-70.8% | $4,109-67.5% | $4,248-68.6% |
| Participant deferral / active EE | $2,882 | $6,134-53.0% | $5,467-47.3% | $6,531-55.9% |
| Admin fee / account holder | $4,268 | $18,825-77.3% | $16,047-73.4% | $14,480-70.5% |