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 | $43,223 | $88,360-51.1% | $145,433-70.3% | $67,986-36.4% |
| Participation rate | 34.0% | 65.5%-31.5pp | 82.1%-48.2pp | 57.2%-23.2pp |
| Annual return | 15.78% | 63.15%-47.4pp | 66.58%-50.8pp | 31.67%-15.9pp |
| Employer contribution / active EE | $561 | $3,054-81.6% | $4,554-87.7% | $2,019-72.2% |
| Participant deferral / active EE | $1,803 | $5,932-69.6% | $7,897-77.2% | $3,358-46.3% |
| Admin fee / account holder | $1,381 | $3,313-58.3% | $13,129-89.5% | $3,203-56.9% |