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 | $30,269 | $76,407-60.4% | $150,298-79.9% | $82,448-63.3% |
| Participation rate | 69.2% | 66.4%+2.8pp | 77.8%-8.5pp | 68.1%+1.2pp |
| Annual return | 22.11% | 39.99%-17.9pp | 62.79%-40.7pp | 41.64%-19.5pp |
| Employer contribution / active EE | $3,084 | $2,614+18.0% | $4,154-25.8% | $2,551+20.9% |
| Participant deferral / active EE | $8,347 | $3,214+159.7% | $5,453+53.1% | $4,139+101.7% |
| Admin fee / account holder | $3,721 | $6,352-41.4% | $14,116-73.6% | $7,234-48.6% |