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 | $46,327 | $75,807-38.9% | $116,096-60.1% | $86,983-46.7% |
| Participation rate | 57.9% | 66.9%-9.0pp | 73.3%-15.4pp | 69.5%-11.6pp |
| Annual return | 21.15% | 18.57%+2.6pp | 326.25%-305.1pp | 25.83%-4.7pp |
| Employer contribution / active EE | $2,179 | $1,892+15.1% | $2,503-13.0% | $2,584-15.7% |
| Participant deferral / active EE | $3,388 | $3,212+5.5% | $3,952-14.3% | $4,194-19.2% |
| Admin fee / account holder | $2,724 | $6,659-59.1% | $7,704-64.6% | $7,856-65.3% |