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 | $42,420 | $111,814-62.1% | $103,378-59.0% | $145,978-70.9% |
| Participation rate | 43.8% | 77.9%-34.2pp | 74.5%-30.8pp | 80.3%-36.5pp |
| Annual return | 19.07% | 24.80%-5.7pp | 24.91%-5.8pp | 550.52%-531.5pp |
| Employer contribution / active EE | $4,428 | $4,215+5.0% | $3,870+14.4% | $4,662-5.0% |
| Participant deferral / active EE | $2,949 | $5,618-47.5% | $5,058-41.7% | $6,690-55.9% |
| Admin fee / account holder | $2,360 | $9,764-75.8% | $8,401-71.9% | $13,400-82.4% |