Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $44,050 | $55,713-20.9% | $75,894-42.0% | $72,983-39.6% |
| Participation rate | 54.5% | 61.1%-6.6pp | 69.3%-14.7pp | 69.5%-14.9pp |
| Annual return | 19.86% | 27.60%-7.7pp | 30.76%-10.9pp | 81.01%-61.1pp |
| Employer contribution / active EE | $472 | $1,687-72.0% | $2,501-81.1% | $2,440-80.6% |
| Participant deferral / active EE | $1,889 | $2,634-28.3% | $3,603-47.6% | $3,608-47.6% |
| Admin fee / account holder | $7,853 | $3,980+97.3% | $5,420+44.9% | $5,124+53.3% |