Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $47,803 | $58,311-18.0% | $81,882-41.6% | $80,959-41.0% |
| Participation rate | 52.0% | 63.5%-11.5pp | 72.4%-20.4pp | 67.7%-15.7pp |
| Annual return | 17.55% | 41.85%-24.3pp | 779.47%-761.9pp | 35.67%-18.1pp |
| Employer contribution / active EE | $1,381 | $2,347-41.1% | $2,916-52.6% | $2,757-49.9% |
| Participant deferral / active EE | $2,166 | $3,287-34.1% | $4,323-49.9% | $4,300-49.6% |
| Admin fee / account holder | $786 | $4,752-83.5% | $7,360-89.3% | $6,925-88.7% |