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 | $50,066 | $80,983-38.2% | $96,544-48.1% | $75,177-33.4% |
| Participation rate | 36.1% | 71.8%-35.7pp | 76.0%-39.9pp | 67.2%-31.1pp |
| Annual return | 17.36% | 27.05%-9.7pp | 25.88%-8.5pp | 160.75%-143.4pp |
| Employer contribution / active EE | $777 | $2,282-65.9% | $2,966-73.8% | $2,671-70.9% |
| Participant deferral / active EE | $2,847 | $3,929-27.5% | $4,851-41.3% | $4,126-31.0% |
| Admin fee / account holder | $2,041 | $6,717-69.6% | $8,254-75.3% | $5,651-63.9% |