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 | $47,010 | $57,590-18.4% | $86,233-45.5% | $82,448-43.0% |
| Participation rate | 46.9% | 57.9%-11.0pp | 69.0%-22.1pp | 68.1%-21.2pp |
| Annual return | 19.92% | 22.41%-2.5pp | 61.39%-41.5pp | 41.64%-21.7pp |
| Employer contribution / active EE | $1,729 | $1,655+4.4% | $2,504-31.0% | $2,551-32.2% |
| Participant deferral / active EE | $3,973 | $3,080+29.0% | $4,559-12.9% | $4,139-4.0% |
| Admin fee / account holder | $7,813 | $4,730+65.2% | $8,342-6.3% | $7,234+8.0% |