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 | $46,306 | $77,908-40.6% | $149,696-69.1% | $75,173-38.4% |
| Participation rate | 51.7% | 65.6%-13.9pp | 78.8%-27.1pp | 67.2%-15.5pp |
| Annual return | 18.96% | 31.73%-12.8pp | 134.46%-115.5pp | 160.72%-141.8pp |
| Employer contribution / active EE | $1,712 | $3,138-45.4% | $4,821-64.5% | $2,671-35.9% |
| Participant deferral / active EE | $2,887 | $3,411-15.4% | $5,682-49.2% | $4,126-30.0% |
| Admin fee / account holder | $1,641 | $5,950-72.4% | $13,212-87.6% | $5,651-71.0% |