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 | $46,608 | $68,586-32.0% | $120,380-61.3% | $80,911-42.4% |
| Participation rate | 63.3% | 61.6%+1.8pp | 71.9%-8.6pp | 67.6%-4.3pp |
| Annual return | 13.63% | 23.62%-10.0pp | 107.28%-93.6pp | 35.63%-22.0pp |
| Employer contribution / active EE | $2,208 | $2,053+7.6% | $3,465-36.3% | $2,756-19.9% |
| Participant deferral / active EE | $4,152 | $3,174+30.8% | $4,992-16.8% | $4,297-3.4% |
| Admin fee / account holder | $418 | $5,733-92.7% | $9,421-95.6% | $6,935-94.0% |