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 | $50,006 | $77,962-35.9% | $178,540-72.0% | $80,935-38.2% |
| Participation rate | 29.2% | 65.7%-36.5pp | 77.1%-47.9pp | 67.7%-38.5pp |
| Annual return | 13.20% | 18.10%-4.9pp | 27.15%-13.9pp | 35.66%-22.5pp |
| Employer contribution / active EE | $1,213 | $2,280-46.8% | $3,953-69.3% | $2,757-56.0% |
| Participant deferral / active EE | $1,842 | $4,404-58.2% | $6,281-70.7% | $4,299-57.2% |
| Admin fee / account holder | $17,372 | $7,156+142.8% | $10,424+66.7% | $6,924+150.9% |