Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $39,244 | $81,358-51.8% | $155,556-74.8% | $80,959-51.5% |
| Participation rate | 55.0% | 66.3%-11.3pp | 78.2%-23.2pp | 67.7%-12.7pp |
| Annual return | 16.33% | 33.39%-17.1pp | 64.84%-48.5pp | 35.67%-19.3pp |
| Employer contribution / active EE | $1,348 | $3,106-56.6% | $4,675-71.2% | $2,757-51.1% |
| Participant deferral / active EE | $3,238 | $3,455-6.3% | $5,631-42.5% | $4,300-24.7% |
| Admin fee / account holder | $9,158 | $7,994+14.6% | $15,885-42.3% | $6,925+32.2% |