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 | $43,291 | $81,262-46.7% | $155,602-72.2% | $80,911-46.5% |
| Participation rate | 69.0% | 66.2%+2.7pp | 78.2%-9.2pp | 67.6%+1.3pp |
| Annual return | 15.59% | 33.34%-17.8pp | 64.81%-49.2pp | 35.63%-20.0pp |
| Employer contribution / active EE | $2,039 | $3,102-34.3% | $4,675-56.4% | $2,756-26.0% |
| Participant deferral / active EE | $5,910 | $3,451+71.2% | $5,629+5.0% | $4,297+37.5% |
| Admin fee / account holder | $396 | $7,992-95.0% | $15,923-97.5% | $6,935-94.3% |