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 | $47,118 | $87,733-46.3% | $106,555-55.8% | $85,847-45.1% |
| Participation rate | 58.7% | 71.9%-13.3pp | 76.1%-17.5pp | 69.3%-10.7pp |
| Annual return | 14.17% | 21.86%-7.7pp | 26.80%-12.6pp | 318.61%-304.4pp |
| Employer contribution / active EE | $1,805 | $2,073-12.9% | $2,819-36.0% | $2,565-29.6% |
| Participant deferral / active EE | $3,963 | $3,469+14.2% | $4,399-9.9% | $3,952+0.3% |
| Admin fee / account holder | $2,022 | $6,767-70.1% | $7,408-72.7% | $6,261-67.7% |