Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $43,784 | $57,057-23.3% | $85,009-48.5% | $80,874-45.9% |
| Participation rate | 45.9% | 56.4%-10.4pp | 67.5%-21.6pp | 67.6%-21.7pp |
| Annual return | 12.77% | 21.66%-8.9pp | 66.47%-53.7pp | 35.62%-22.8pp |
| Employer contribution / active EE | $1,296 | $1,799-28.0% | $2,728-52.5% | $2,756-53.0% |
| Participant deferral / active EE | $2,547 | $3,112-18.1% | $4,522-43.7% | $4,297-40.7% |
| Admin fee / account holder | $1,039 | $4,986-79.2% | $6,153-83.1% | $6,935-85.0% |