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 | $46,000 | $91,559-49.8% | $133,971-65.7% | $79,852-42.4% |
| Participation rate | 69.4% | 73.3%-3.9pp | 79.8%-10.4pp | 69.6%-0.2pp |
| Annual return | 20.71% | 61.85%-41.1pp | 45.09%-24.4pp | 31.72%-11.0pp |
| Employer contribution / active EE | $1,353 | $2,384-43.3% | $3,919-65.5% | $2,471-45.3% |
| Participant deferral / active EE | $3,182 | $3,734-14.8% | $5,047-37.0% | $3,740-14.9% |
| Admin fee / account holder | $2,294 | $6,321-63.7% | $8,929-74.3% | $5,306-56.8% |