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 | $48,001 | $80,763-40.6% | $102,412-53.1% | $74,459-35.5% |
| Participation rate | 69.2% | 65.7%+3.6pp | 74.5%-5.3pp | 67.2%+2.0pp |
| Annual return | 15.03% | 27.57%-12.5pp | 24.94%-9.9pp | 1369.70%-1354.7pp |
| Employer contribution / active EE | $1,455 | $3,160-54.0% | $3,870-62.4% | $2,626-44.6% |
| Participant deferral / active EE | $3,392 | $3,862-12.2% | $5,060-33.0% | $4,350-22.0% |
| Admin fee / account holder | $739 | $2,371-68.8% | $8,388-91.2% | $1,945-62.0% |