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 | $106,524-54.6% | $152,301-68.2% | $87,485-44.7% |
| Participation rate | 40.6% | 75.8%-35.1pp | 82.4%-41.8pp | 68.9%-28.3pp |
| Annual return | 17.66% | 26.89%-9.2pp | 80.50%-62.8pp | 26.06%-8.4pp |
| Employer contribution / active EE | $1,898 | $3,371-43.7% | $4,624-59.0% | $2,596-26.9% |
| Participant deferral / active EE | $3,734 | $6,525-42.8% | $8,004-53.3% | $4,274-12.6% |
| Admin fee / account holder | $5,050 | $8,287-39.1% | $14,398-64.9% | $7,775-35.0% |