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 | $47,573 | $94,436-49.6% | $115,599-58.8% | $82,637-42.4% |
| Participation rate | 64.7% | 70.4%-5.7pp | 74.3%-9.6pp | 68.1%-3.3pp |
| Annual return | 17.96% | 18.37%-0.4pp | 111.10%-93.1pp | 53.51%-35.5pp |
| Employer contribution / active EE | $2,052 | $2,324-11.7% | $2,955-30.6% | $2,552-19.6% |
| Participant deferral / active EE | $2,327 | $3,955-41.2% | $4,889-52.4% | $4,126-43.6% |
| Admin fee / account holder | $827 | $10,328-92.0% | $12,841-93.6% | $7,339-88.7% |