Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $48,025 | $110,410-56.5% | $102,437-53.1% | $145,897-67.1% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 12.65% | 24.85%-12.2pp | 24.95%-12.3pp | 552.29%-539.6pp |
| Employer contribution / active EE | $2,387 | $4,217-43.4% | $3,871-38.3% | $4,663-48.8% |
| Participant deferral / active EE | $6,839 | $5,622+21.7% | $5,060+35.2% | $6,689+2.2% |
| Admin fee / account holder | $376 | $9,745-96.1% | $8,388-95.5% | $13,390-97.2% |