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 | $45,288 | $89,259-49.3% | $107,187-57.7% | $82,637-45.2% |
| Participation rate | 47.1% | 67.9%-20.9pp | 75.0%-28.0pp | 68.1%-21.0pp |
| Annual return | 17.60% | 21.02%-3.4pp | 204.55%-187.0pp | 53.51%-35.9pp |
| Employer contribution / active EE | $2,082 | $3,080-32.4% | $3,782-44.9% | $2,552-18.4% |
| Participant deferral / active EE | $5,341 | $4,037+32.3% | $5,096+4.8% | $4,126+29.4% |
| Admin fee / account holder | $6,417 | $7,381-13.1% | $9,162-30.0% | $7,339-12.6% |