Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $44,391 | $93,617-52.6% | $135,982-67.4% | $75,177-41.0% |
| Participation rate | 52.7% | 75.2%-22.5pp | 81.9%-29.2pp | 67.2%-14.5pp |
| Annual return | 18.71% | 30.89%-12.2pp | 68.32%-49.6pp | 160.75%-142.0pp |
| Employer contribution / active EE | $2,423 | $3,538-31.5% | $4,859-50.1% | $2,671-9.3% |
| Participant deferral / active EE | $4,934 | $6,406-23.0% | $7,760-36.4% | $4,126+19.6% |
| Admin fee / account holder | $2,552 | $6,980-63.4% | $10,767-76.3% | $5,651-54.8% |