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 | $70,729 | $126,661-44.2% | $113,397-37.6% | $138,895-49.1% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.5%-36.5pp | 79.9%-39.9pp |
| Annual return | 15.02% | 25.05%-10.0pp | 23.20%-8.2pp | 145.39%-130.4pp |
| Employer contribution / active EE | $1,110 | $3,456-67.9% | $2,977-62.7% | $4,194-73.5% |
| Participant deferral / active EE | $2,701 | $5,693-52.6% | $5,076-46.8% | $6,396-57.8% |
| Admin fee / account holder | $7,126 | $14,549-51.0% | $11,957-40.4% | $12,562-43.3% |