Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $32,227 | $81,208-60.3% | $98,920-67.4% | $79,852-59.6% |
| Participation rate | 60.0% | 72.5%-12.5pp | 76.0%-16.0pp | 69.6%-9.6pp |
| Annual return | 19.07% | 60.99%-41.9pp | 196.47%-177.4pp | 31.72%-12.7pp |
| Employer contribution / active EE | $2,251 | $1,960+14.8% | $2,689-16.3% | $2,471-8.9% |
| Participant deferral / active EE | $5,167 | $3,265+58.2% | $4,245+21.7% | $3,740+38.1% |
| Admin fee / account holder | $2,157 | $6,013-64.1% | $6,643-67.5% | $5,306-59.4% |