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 | $42,140 | $91,559-54.0% | $133,971-68.5% | $79,852-47.2% |
| Participation rate | 34.6% | 73.3%-38.7pp | 79.8%-45.2pp | 69.6%-35.0pp |
| Annual return | 21.23% | 61.85%-40.6pp | 45.09%-23.9pp | 31.72%-10.5pp |
| Employer contribution / active EE | $1,413 | $2,384-40.7% | $3,919-63.9% | $2,471-42.8% |
| Participant deferral / active EE | $2,561 | $3,734-31.4% | $5,047-49.3% | $3,740-31.5% |
| Admin fee / account holder | $1,256 | $6,321-80.1% | $8,929-85.9% | $5,306-76.3% |