Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $64,151 | $81,262-21.1% | $155,602-58.8% | $80,911-20.7% |
| Participation rate | 44.7% | 66.2%-21.5pp | 78.2%-33.5pp | 67.6%-22.9pp |
| Annual return | 14.43% | 33.34%-18.9pp | 64.81%-50.4pp | 35.63%-21.2pp |
| Employer contribution / active EE | $1,504 | $3,102-51.5% | $4,675-67.8% | $2,756-45.4% |
| Participant deferral / active EE | $3,274 | $3,451-5.1% | $5,629-41.8% | $4,297-23.8% |
| Admin fee / account holder | $1,281 | $7,992-84.0% | $15,923-92.0% | $6,935-81.5% |