Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $32,765 | $49,255-33.5% | $70,494-53.5% | $79,856-59.0% |
| Participation rate | 46.2% | 69.2%-23.0pp | 75.1%-28.9pp | 69.6%-23.5pp |
| Annual return | 13.64% | 30.10%-16.5pp | 109.16%-95.5pp | 31.71%-18.1pp |
| Employer contribution / active EE | $2,865 | $2,100+36.4% | $2,738+4.6% | $2,471+15.9% |
| Participant deferral / active EE | $5,432 | $2,768+96.2% | $3,711+46.4% | $3,741+45.2% |
| Admin fee / account holder | $6,388 | $2,879+121.9% | $3,848+66.0% | $5,306+20.4% |