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 | $50,936 | $58,627-13.1% | $76,735-33.6% | $82,448-38.2% |
| Participation rate | 40.0% | 63.2%-23.2pp | 69.5%-29.5pp | 68.1%-28.1pp |
| Annual return | 14.45% | 39.10%-24.6pp | 29.77%-15.3pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,108 | $1,729-35.9% | $2,454-54.9% | $2,551-56.6% |
| Participant deferral / active EE | $2,159 | $3,134-31.1% | $4,088-47.2% | $4,139-47.8% |
| Admin fee / account holder | $4,362 | $5,323-18.0% | $7,189-39.3% | $7,234-39.7% |