Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $49,491 | $87,878-43.7% | $97,411-49.2% | $82,637-40.1% |
| Participation rate | 40.4% | 75.6%-35.2pp | 80.4%-40.0pp | 68.1%-27.7pp |
| Annual return | 16.21% | 54.63%-38.4pp | 34.72%-18.5pp | 53.51%-37.3pp |
| Employer contribution / active EE | $1,106 | $3,800-70.9% | $4,210-73.7% | $2,552-56.7% |
| Participant deferral / active EE | $2,506 | $5,525-54.7% | $5,886-57.4% | $4,126-39.3% |
| Admin fee / account holder | $7,078 | $6,743+5.0% | $7,145-0.9% | $7,339-3.6% |