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 | $46,626 | $55,902-16.6% | $76,030-38.7% | $80,959-42.4% |
| Participation rate | 57.1% | 62.1%-4.9pp | 69.1%-11.9pp | 67.7%-10.5pp |
| Annual return | 13.24% | 20.59%-7.3pp | 361.54%-348.3pp | 35.67%-22.4pp |
| Employer contribution / active EE | $2,338 | $1,867+25.2% | $2,688-13.0% | $2,757-15.2% |
| Participant deferral / active EE | $4,845 | $3,051+58.8% | $4,257+13.8% | $4,300+12.7% |
| Admin fee / account holder | $4,830 | $5,239-7.8% | $6,421-24.8% | $6,925-30.3% |