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 | $47,547 | $67,606-29.7% | $82,313-42.2% | $70,124-32.2% |
| Participation rate | 66.0% | 72.8%-6.8pp | 76.9%-10.9pp | 69.5%-3.6pp |
| Annual return | 16.48% | 21.57%-5.1pp | 25.88%-9.4pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,584 | $1,755-9.7% | $2,428-34.8% | $2,342-32.4% |
| Participant deferral / active EE | $5,536 | $2,987+85.3% | $3,706+49.4% | $3,332+66.2% |
| Admin fee / account holder | $830 | $4,512-81.6% | $5,608-85.2% | $4,645-82.1% |