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 | $48,787 | $90,674-46.2% | $96,707-49.6% | $82,448-40.8% |
| Participation rate | 61.9% | 75.9%-14.0pp | 80.4%-18.5pp | 68.1%-6.2pp |
| Annual return | 20.13% | 49.05%-28.9pp | 34.78%-14.7pp | 41.64%-21.5pp |
| Employer contribution / active EE | $2,127 | $3,975-46.5% | $4,191-49.2% | $2,551-16.6% |
| Participant deferral / active EE | $4,415 | $5,696-22.5% | $5,997-26.4% | $4,139+6.7% |
| Admin fee / account holder | $4,907 | $7,568-35.2% | $7,503-34.6% | $7,234-32.2% |