Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $48,408 | $106,749-54.7% | $145,433-66.7% | $82,448-41.3% |
| Participation rate | 40.6% | 75.6%-35.0pp | 82.1%-41.5pp | 68.1%-27.4pp |
| Annual return | 17.66% | 27.59%-9.9pp | 66.58%-48.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,898 | $3,444-44.9% | $4,554-58.3% | $2,551-25.6% |
| Participant deferral / active EE | $3,734 | $6,519-42.7% | $7,897-52.7% | $4,139-9.8% |
| Admin fee / account holder | $5,050 | $8,390-39.8% | $13,129-61.5% | $7,234-30.2% |