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 | $48,640 | $57,140-14.9% | $85,240-42.9% | $80,959-39.9% |
| Participation rate | 41.1% | 56.4%-15.3pp | 67.5%-26.5pp | 67.7%-26.6pp |
| Annual return | 20.44% | 21.71%-1.3pp | 66.75%-46.3pp | 35.67%-15.2pp |
| Employer contribution / active EE | $1,348 | $1,802-25.2% | $2,735-50.7% | $2,757-51.1% |
| Participant deferral / active EE | $3,152 | $3,115+1.2% | $4,527-30.4% | $4,300-26.7% |
| Admin fee / account holder | $3,971 | $4,992-20.5% | $6,165-35.6% | $6,925-42.7% |