Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $31,245 | $59,804-47.8% | $81,982-61.9% | $79,856-60.9% |
| Participation rate | 60.7% | 61.6%-0.9pp | 69.3%-8.5pp | 69.6%-8.9pp |
| Annual return | 25.76% | 17.56%+8.2pp | 41.31%-15.6pp | 31.71%-5.9pp |
| Employer contribution / active EE | $2,558 | $1,713+49.3% | $2,498+2.4% | $2,471+3.5% |
| Participant deferral / active EE | $4,193 | $2,695+55.6% | $3,722+12.6% | $3,741+12.1% |
| Admin fee / account holder | $1,958 | $4,288-54.3% | $5,665-65.4% | $5,306-63.1% |