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 | $46,728 | $37,156+25.8% | $83,854-44.3% | $86,983-46.3% |
| Participation rate | 47.4% | 49.1%-1.7pp | 59.1%-11.7pp | 69.5%-22.2pp |
| Annual return | 18.57% | 29.88%-11.3pp | 31.39%-12.8pp | 25.83%-7.3pp |
| Employer contribution / active EE | $563 | $661-14.8% | $1,017-44.7% | $2,584-78.2% |
| Participant deferral / active EE | $1,496 | $1,418+5.5% | $2,035-26.5% | $4,194-64.3% |
| Admin fee / account holder | $319 | $2,510-87.3% | $3,197-90.0% | $7,856-95.9% |