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 | $48,364 | $114,013-57.6% | $103,693-53.4% | $155,188-68.8% |
| Participation rate | 61.5% | 75.2%-13.7pp | 72.6%-11.1pp | 80.8%-19.3pp |
| Annual return | 17.51% | 49.31%-31.8pp | 47.61%-30.1pp | 148.84%-131.3pp |
| Employer contribution / active EE | $2,267 | $3,131-27.6% | $2,920-22.4% | $4,248-46.6% |
| Participant deferral / active EE | $3,170 | $4,970-36.2% | $4,579-30.8% | $6,531-51.5% |
| Admin fee / account holder | $375 | $8,407-95.5% | $7,858-95.2% | $14,480-97.4% |