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 | $45,181 | $76,696-41.1% | $96,538-53.2% | $71,529-36.8% |
| Participation rate | 32.6% | 66.6%-33.9pp | 74.3%-41.7pp | 67.9%-35.3pp |
| Annual return | 20.79% | 48.32%-27.5pp | 35.74%-15.0pp | 28.97%-8.2pp |
| Employer contribution / active EE | $1,298 | $3,032-57.2% | $3,740-65.3% | $2,590-49.9% |
| Participant deferral / active EE | $2,456 | $3,770-34.9% | $4,880-49.7% | $4,291-42.8% |
| Admin fee / account holder | $4,359 | $2,030+114.7% | $6,737-35.3% | $1,588+174.4% |