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 | $51,241 | $72,471-29.3% | $94,215-45.6% | $86,983-41.1% |
| Participation rate | 47.8% | 63.9%-16.0pp | 70.0%-22.1pp | 69.5%-21.7pp |
| Annual return | 18.11% | 26.44%-8.3pp | 28.22%-10.1pp | 25.83%-7.7pp |
| Employer contribution / active EE | $1,362 | $1,936-29.6% | $2,675-49.1% | $2,584-47.3% |
| Participant deferral / active EE | $2,698 | $3,397-20.6% | $4,276-36.9% | $4,194-35.7% |
| Admin fee / account holder | $3,651 | $6,468-43.6% | $10,216-64.3% | $7,856-53.5% |