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 | $59,722 | $114,712-47.9% | $173,730-65.6% | $87,485-31.7% |
| Participation rate | 54.8% | 73.0%-18.2pp | 79.6%-24.8pp | 68.9%-14.2pp |
| Annual return | 24.92% | 20.18%+4.7pp | 19.96%+5.0pp | 26.06%-1.1pp |
| Employer contribution / active EE | $1,298 | $2,904-55.3% | $4,577-71.6% | $2,596-50.0% |
| Participant deferral / active EE | $3,587 | $4,642-22.7% | $6,326-43.3% | $4,274-16.1% |
| Admin fee / account holder | $2,139 | $10,210-79.0% | $17,523-87.8% | $7,775-72.5% |