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 | $39,839 | $48,300-17.5% | $40,145,923-99.9% | $62,881-36.6% |
| Participation rate | 62.1% | 62.0%+0.1pp | 68.4%-6.3pp | 69.3%-7.2pp |
| Annual return | 7.63% | 6.95%+0.7pp | 5.24%+2.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,751 | $1,333+31.3% | $1,844-5.0% | $2,281-23.2% |
| Participant deferral / active EE | $2,662 | $2,388+11.5% | $2,591+2.8% | $3,203-16.9% |
| Admin fee / account holder | $7,447 | $2,919+155.2% | $2,903+156.5% | $4,296+73.4% |