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 | $44,284 | $91,198-51.4% | $178,503-75.2% | $79,856-44.5% |
| Participation rate | 54.6% | 69.2%-14.6pp | 81.9%-27.3pp | 69.6%-15.0pp |
| Annual return | 16.12% | 24.20%-8.1pp | 151.12%-135.0pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,057 | $3,257-67.5% | $5,011-78.9% | $2,471-57.2% |
| Participant deferral / active EE | $2,139 | $3,237-33.9% | $5,202-58.9% | $3,741-42.8% |
| Admin fee / account holder | $2,671 | $6,748-60.4% | $13,987-80.9% | $5,306-49.7% |