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 | $46,017 | $77,472-40.6% | $100,392-54.2% | $80,935-43.1% |
| Participation rate | 44.8% | 76.9%-32.2pp | 81.5%-36.7pp | 67.7%-22.9pp |
| Annual return | 12.48% | 37.26%-24.8pp | 49.45%-37.0pp | 35.66%-23.2pp |
| Employer contribution / active EE | $2,080 | $2,800-25.7% | $3,941-47.2% | $2,757-24.5% |
| Participant deferral / active EE | $3,739 | $6,818-45.2% | $8,090-53.8% | $4,299-13.0% |
| Admin fee / account holder | $1,441 | $5,885-75.5% | $7,904-81.8% | $6,924-79.2% |