Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $45,321 | $154,228-70.6% | $145,433-68.8% | $137,256-67.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 18.94% | 74.59%-55.7pp | 66.58%-47.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $3,085 | $4,804-35.8% | $4,554-32.3% | $4,156-25.8% |
| Participant deferral / active EE | $9,077 | $8,216+10.5% | $7,897+14.9% | $6,407+41.7% |
| Admin fee / account holder | $9,986 | $14,344-30.4% | $13,129-23.9% | $12,270-18.6% |