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 | $49,365 | $81,476-39.4% | $102,383-51.8% | $80,925-39.0% |
| Participation rate | 54.5% | 66.8%-12.3pp | 74.5%-20.0pp | 67.7%-13.1pp |
| Annual return | 12.65% | 25.59%-12.9pp | 24.94%-12.3pp | 35.65%-23.0pp |
| Employer contribution / active EE | $1,745 | $3,105-43.8% | $3,870-54.9% | $2,756-36.7% |
| Participant deferral / active EE | $3,363 | $3,871-13.1% | $5,060-33.5% | $4,299-21.8% |
| Admin fee / account holder | $903 | $6,717-86.6% | $8,391-89.2% | $6,940-87.0% |